This guide explains how to manually invite users to your organization through the Admin Portal, either individually or in bulk. You can invite users immediately for quick deployment or stage them for later, providing flexibility to meet your organization’s needs.
Step 1: Log in to the Admin Portal
Navigate to the Employees tab.
Click the Invite Employees button located in the upper-right corner.
Step 2: Add a User
Option 1: Add Users Manually
Fill in the required fields with the user’s full name and email address. (You can add multiple users at the same time by adding more than one users information after pressing '+ Add user')
Click the Add User button to proceed.
Select the user(s) and select whether you want to 'Stage' or 'Invite'
- Stage: Add users to the organization without sending an immediate invitation. Users will be staged and can be invited later.
- Invite: Send an immediate invitation to the user to join your organization.
Click the Add button in the lower-right corner.
Choose the preferred language for the invitation from the dropdown menu.
Step 3.
Open the Uniqkey mobile app and keep it open to process the action.
Option 2: Add Employees in Bulk
Upload a CSV file containing details of multiple users. The file should include columns for the users' full names and email addresses.
Verify that the uploaded user list is correct.
Follow the same steps for inviting users as outlined in the manual process.