> For the complete documentation index, see [llms.txt](https://docs.xto10x.com/getting-started/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.xto10x.com/getting-started/quick-start-guide/admin-settings.md).

# Inviting people

Below are a few steps to help admins quickly onboard their orgs.

## Inviting people

10xPeople is an "i**nvite-only**" tool and only **super-HRs** and **admins** can invite users. Invite people through the "Invite" button on the main navigation header.

![](https://2012713663-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M56ah0Q6AQ4b5wRJeAE%2Fuploads%2FjsItk7JP6h5ZUQ9fEQOg%2FScreenshot%202022-01-18%20at%2011.02.53%20AM.png?alt=media\&token=0653d9b4-8860-4583-a8d2-5a602912648d)

2 ways to invite people:

* Upload a CSV file: Instructions to prepare a CSV file
  * Pur column headers names for employee & manager email columns as **employee\_email** and **manager\_email** respectively
  * Ensure each employee record has a correct manager email
  * Founder(s) do not report to a manager. In such instances, put **founder** in the manager\_email column
  * Download [Sample template](https://drive.google.com/file/d/1hBmDrCGtehiNomQOpHmIxjm5bblU-hL5/view?usp=sharing) to fill out the data

{% embed url="<https://youtu.be/6vWN_KlOEvg>" %}

* **Invite by email**: Invite individuals by providing their email and manager email
  * To update the manager of one of the existing users, use this option and provide the new manager email in the Manager email field

{% embed url="<https://youtu.be/GKLQsfeS5Ok>" %}

**Re-invite pending users** (those invited to the tool but haven’t signed up yet)

2 ways to reinvite:

* **Bulk reinvite**: Invite button -> Pending members -> **Reinvite all**
* **Individual reinvite**: Invite button -> Pending members -> 3-dots menu -> **Reinvite**

{% embed url="<https://youtu.be/2h1-5_mwg2U>" %}

## **Making a user super-HR / admin**

1. Invite button -> Active / Pending members&#x20;
2. Hover on the **Role** field of a user -> Click on the drop-down
3. Select the desired role

{% embed url="<https://youtu.be/2a1jsrgK3IQ>" %}

## Org hierarchy

View the org hierarchy based on the manager mapping provided in the invitation flow

* Invite button -> Org Hierarchy

{% embed url="<https://youtu.be/If2i0Rd4yBo>" %}

### Incomplete Org hierarchy

The **red dot** in the above picture against "Org Hierarchy" represents the hierarchy is incomplete. It could be because of 2 reasons:

1. Functions not assigned to one of the L1 leaders
2. Errors in the hierarchy

### Assign Functions

L1 leader (people reporting to the founder) heads a big function/department in an organization. 10xPeople enables to add function tag against the L1 leader.&#x20;

Assigning Functions helps in the comparison of the scores between multiple surveys. For example, Person-A was heading Technology at the time of the survey-1 and during the survey-2, person-B is heading the Technology function. In the 2nd survey, scores comparison of Person B with Person A will help in getting the picture of the Technology function

Examples of function: Business, Operations, Strategy, CEO's office

{% hint style="info" %}
**Note**: Only 1 function tag can be assigned to an L1 leader
{% endhint %}

{% embed url="<https://youtu.be/gIxoBYAhJQY>" %}
