Administrator

Invite users using the Bulk upload feature or using users email address

Admins will be able to invite individuals using:

1. Add by email: Add employee details manually and invite them one by one

2. Upload Excel file: Bulk invite users to the instance using Excel upload.

Method 1: Add by email

Invite by email feature allows admins to invite users using their email addresses. Users then receive an invitation email to log into the tool.

To invite users by email:

1. Go to your site's settings page from the left navigation panel & you will land on the 'Members' tab inside Platform settings

2. Click Add member

3. Click on Add by email

4. Enter the email address you want the user to log in with and the other mandatory fields (*employee first name, manager email)

   1. Type founder in the manager_email column when you are inviting a founder

5. Enter the optional fields to better onboard the users to the tool

6. Click Send invitation

Email invite

Method 2: Bulk invite users using an Excel file

Bulk Upload is a feature that enables Administrators to upload large volumes of user records in one go from an Excel file.

1. Go to your site's settings page https://goals.xto10x.com/sea_demo/settings

2. Select the members' tab in the platform settings

3. Click Add Member in the platform settings

4. Download the template to your system to edit and upload the user records

5. Click Upload Excel file to upload user records back to the tool

   1. We recommend unchecking the Send Invite Email box unless you have specific use case for sending an email

Download template

Errors while uploading user records using Excel file

Avoid errors by following the above instructions while updating the downloaded template

Invite email

The invited users will receive an email from xto10x. Using the link shared in the invite email, users would be able to sign in to our tool.