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Invite Users in Bulk

September 14, 2020 ·

This document provides information on how to invite the users in bulk.

Prerequisites

  • The user who is “Admin” or having “Invite Users To BizmerlinHR” permission can use this feature.
  • We can only invite those users whose status is Active in the system.
  • The invitations that the system will send to the users will change the user’s existing credentials. Users will only be able to login with the new credentials they receive in the invitation email.
  • The invitation contains Web Address, User email address, Password.

Steps to invite users in bulk:

  1. Firstly go to the resource home page by clicking on People > Directory
  2. Click the Invite Multiple Users icon on the top right in the resource home page
  3. Upon clicking the Invite Multiple Users icon a popup appears which contains Org Unit, Location and other options.
  4. We can send invites to the users on the basis of Org unit and Location.

Applicable cases mentioned below:

1. If we select the option Invite Everyone and select the Org Unit and Location according to the requirement then only those users will receive an invitation whose status is Active and fall under the selected criteria of Org Unit and Location.

2. If we select the option Re-invite users who never logged in and select the Org Unit and Location according to the requirement then only those users will receive an invitation whose status is Active and those who never logged in and fall under the selected criteria of Org Unit and Location.

3. If we select the option Re-invite users who haven’t logged in for 30 days option and select the Org Unit and Location according to the requirement then only those users will receive an invitation whose status is Active and those who haven’t logged in for 30 days and fall under the selected criteria of Org Unit and Location.

4. After sending an invitation a toaster message will be displayed to show the number of users invited.