How to: Invite users to your policy manually or in bulk.
While there are many options to invite users to your policy, you can always do it manually as well.
- Go to Settings > Policies > Group > [Policy Name] > People
- Click Invite
3. Enter the invitee's email address. Indicate whether you want them to be an admin, auditor, or employee on the policy.
Optionally, enter a custom message you'd like them to receive in their invitation email.
To invite multiple users with this tool, simply separate out their email addresses with a comma. 👍
To invite in Bulk:
You can also use the spreadsheet bulk upload option to invite users to a policy, which is useful when you are setting up for the first time or need to update multiple users! Click the Import from Spreadsheet button to upload a .csv, .txt, .xls, or .xlsx file.
Here's an example of what your spreadsheet of users could look like:
After uploading the spreadsheet, we'll display a window where you can choose which columns to import and what they correspond to:
This is the full list of additional options you can set when importing:
- Custom Field 1
- Custom Field 2
- Submits To
- Approves To
- Approval Limit
- Over Limit Forward To
Click the Import button and you're done! We will import the new users with the optional settings and update any already existing ones.