Add Users

There are two ways in which to add users.

Administrators can also view which users are registered.

Self Registration

When you administer the security settings to allow users to register, they may select the Register link to sign up:

Follow these steps:

  1. Select the Setup tab. On the Site tab, select the Security page.
  2. Select Everyone from the Which users do you want to allow to register? field.
  3. Select Save Changes.

Administrator Invitation

You may invite one or more users to create an account by sending a registration invitation through email.

To resend or edit an existing invitation, select the Recipients link next to an invitation to resend the invitation.

Follow these steps:

  1. Select Setup. Select the Users, Registration Invites page to display existing invitations.
  2. Select the Create New Registration Email button to send a new invitation to email addresses that you specify.
  3. Enter the information needed to create the invitation, then select Send Invites.

 

Administer Invitation and User Import

You can import users at the same time that you send invitations. This saves time if the users you want to invite are not already in the system.

Follow these steps:

  1. Select Setup. Select the Users, Registration Invites page to display existing invitations.
  2. Select the Create New Registration Email button.
  3. Select Import Users to import a list of users from a CSV file.
  4. Specify the users you wish to invite.
  5. Select Send Invites to send the invitations.

View Who is Registered

You may see who registered to join your community as a result of your email invitations.

Follow these steps:

  1. Select the Setup tab. On the Users tab, select the Registration Invites page.
  2. Find your invitation in the list and select the Recipients link in the row to see a list of people who registered from your invitation.

Feedback

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