To make the most out of Teamflect, it's important to invite all relevant users to the platform. You can invite users to Teamflect in 4 different ways. These methods are:
1) Invite by mail
2) Invite everyone in my organization (who hasn't signed in yet)
3) Upload users via CSV
4) Invite by link
Whether you choose to share the link manually, upload a CSV file, choose users manually, or invite everyone in your organization, the process is simple.
Note: These invitation methods are applicable only if you're using Teamflect in the ''automatic'' license management model. This means that the setting that reads ''Enable manual user license management'' should be turned off as shown below.
If you'd like to learn more about the license management models in Teamflect, please see this article here.
Step 1
To invite users, click on the "Admin Center" button in the left-side menu of Teamflect.
Step 2
In the admin center, click on the "Users" section in the left menu and open the ''Active Users'' section.
Step 3
Then click the "Invite users" button on the right side of your users' list.
As you can see, there are 4 invite methods.
1) Invite by Mail & Send Invitation Email
If you only need to invite a few users, you can choose them manually and send an invitation email. To use this method, log in to the Teamflect Admin center, navigate to the 'Invite Users' section, and select the option to choose users manually.
You can then enter the names of the users you want to invite, one by one. Teamflect will send an invitation email to each of the users you've selected.
2) Invite Everyone in My Organization (who hasn't signed in yet)
The second method to invite users to Teamflect is to invite everyone in your organization who hasn't signed in yet. This method is ideal if you want to ensure that all members of your company have access to the platform.
To use this method, log in to the Teamflect Admin center, navigate to the 'Invite Users' section, and select the option to invite "Invite everyone in my organization". You may also check the box that reads ''add a note to invitation'' to customize the invitation sent.
3) Upload User Emails via CSV File
Another way to invite users to Teamflect is by uploading a CSV file containing their email addresses. This method is ideal for inviting large groups of users at once. To use this method, log in to your Teamflect admin center, navigate to the 'Invite Users' section, and select the option to upload a CSV file.
You can download the CSV template to your computer, edit the file, and upload it to the platform. You can also add a note to the invitees. Teamflect will automatically send invitation emails to all of the email addresses listed in the file.
4) Invite by link
The last method to invite users to Teamflect is to manually share the link. This method is straightforward. Simply log in to Teamflect Admin Center and copy the app link.
You can then share this link through any channel you prefer, such as email, instant messaging, or social media. When users click on the link, they'll be taken to a Teamflect app log-in page.