How to Filter and Send Sign-Up Reminders by User Attribute

Teamflect allows admins to remind users who have been invited but haven't signed up yet. With the sign-up reminder feature, you can filter recipients by user attributes such as department, location, country, job title, or manager instead of sending a reminder to everyone at once.
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This makes it easier to manage targeted or phased rollouts and reach the right employees at the right time.

As a Teamflect Admin, you can send sign-up reminders to users who haven't signed up yet by following these steps:

Go to the Teamflect Admin Center and select Active Users under Users from the left-side menu.

In the Active Users section, locate the Not Signed Up area in the top-left corner. This shows the number of users who haven't signed up yet.
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Click Send Reminder to start sending sign-up reminders.

After clicking Send Reminder, you can choose who should receive the sign-up reminder. Teamflect provides two options:

Select All invited users to send the reminder to everyone who has been invited but hasn't signed up yet.

Select Filter by attribute to target a specific group of users. You can filter users based on one or more attributes, such as:

You can also combine multiple attributes to narrow down the recipient list. For example, you can select a specific department and location to send reminders only to users who match those criteria.

This option is especially useful for phased rollouts, allowing you to remind users from a specific department, location, or business unit instead of sending reminders to everyone at once.

After selecting your filters, Teamflect displays the users who match your criteria.

Review the list before sending the reminder and make any necessary adjustments.
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You can:

Once you're happy with the list, you can add a note for the invitees if needed. Then, click Confirm to send the sign-up reminder to the selected users.
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For more details about inviting users and managing Teamflect access, see the following articles:

If you're rolling out Teamflect gradually, you don't have to remind everyone at once. For example, you can send reminders to users in one location, department, or business unit at a time.

If a specific department or group needs to complete their Teamflect sign-up, you can filter users based on their attributes and send reminders only to that group.

You can use the Manager attribute to identify employees reporting to a specific manager and remind only those users who haven't signed up yet.

The review step allows admins to make final manual adjustments before sending, ensuring that the reminder reaches exactly the users you want to contact.