There are a few different ways to add members to your community.
1) E-mail invite
2) Create accounts directly in bulk
3) Email white-listing
4) Single Sign-On
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 directly in bulk
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, either upload a CSV file, or to manually enter the details of each account.
If you decide to upload a .csv file, please bear in mind that the uploaded file needs to include the following headers: Email (optional), Username, First name, Last name and Password (if you leave the Password column empty, the user will be assigned a randomly generated one)
After uploading the .csv file, the users will be added (see below) and once you click create, a master list with generated passwords will be sent to your email. Please ensure that your account is tagged with a valid email to receive emails from the SmartUp platform.
OR - Enter the user information directly
Users can also be added directly by entering their information as below:
For each new user added, click on Add another member.
Once you are done filling in the information, press on Create.
3 & 4. Email white-listing and Single Sign On
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.