There are a few different ways to add members to your community.
1) E-mail Invites
2) Create Accounts Manually
3) Email white-listing
4) Single Sign-On (SSO)
1. E-mail Invites
Inviting someone by email can be done directly from the platform.
In order to send out invites, go to 'Manage Community' to open the Admin control panel and click on the 'Add Members' (as shown below):
You'll be shown a text box where you can enter all the email addresses of the users you would like to invite. Make sure that each email address is separated by a space.
Once the emails have been sent, each user will receive an email to join the community. You may review all the outstanding invited, by accessing the Pending Invites section from the Admin control panel. From here you will be able to see all the outstanding invitations and to trigger further actions, such as resending a new invite or revoking the existing one.
2. Create Accounts Manually
In order to manually create accounts, go to 'Manage Community' to open the Admin control panel and click on the 'Add Members' (as shown below):
From here click on the "Alternatively you can create accounts directly"
At this point, you will have two options to create the accounts,
- Enter individual account details manually
- Upload a csv file with the new users' information
Enter individual account details manually
Users can be added directly by entering the following information:
- Email (this field is optional but strongly recommended as it allows users to trigger the Forgot Password function in the event that they forget their password)
- First Name
- Last Name
If you wish to add new users to any existing Groups in the community, you may select the group by clicking on the Select Group dropdown.
Add additional users by clicking on the Add more users button.
Once you are done filling in the information of your new users, press on Create.
Upload a CSV file with the new users' information
If you have multiple user accounts to create, you may also do so by uploading a CSV file. with your users' information. You may download a template from the Create Members page.
When you download the template, you will see a spreadsheet with the following headers, which match those available for individual account creation:
- Email (optional)
- First Name
- Last Name
- Member Group
Do note that emails and usernames are unique in your community i.e. no two users may have the same email/username tied to their account.
When it comes to user passwords, there are two options.
If you leave the Password field in the CSV file blank, the system will automatically generate a password for you. The list of passwords and the details of the users created will be sent to the email address of the community administrator who uploaded the CSV file and created the users.
Alternatively, passwords can be manually chosen for newly created users by inputting the desired passwords directly into the CSV file for each user. Do note, however, that the passwords selected must meet the following criteria:
When uploading the CSV, you also have the option to add new users to existing Groups in your community.
If you wish to add new users to existing groups, enter the intended group's name for each user under the Member Group column in the CSV file. Note that the name must be an exact match of the group's name in the community. If the group information entered for a user does not match any group in the community, that user's account will not be created.
If you wish to create users without assigning them to any group, simply leave the Member Group field blank.
Once you have added the users' information to the CSV file, save your changes and upload the file by clicking on the button below.
You will then see the list of users you have uploaded for account creation.
After clicking on Create, the user accounts will be created and a master list with user information will be sent to your email. Please ensure that your account is tagged with a valid email to receive emails from the SmartUp platform.
3 & 4. Email white-listing and Single Sign-On (SSO)
To activate any of these two options as sign-up methods, please get in touch with your account manager or contact firstname.lastname@example.org.