To add new users, you have to first make sure you have admin access to the Console. The initial decision makers added to Nectir will have these settings automatically. For more information about permissions, please view this article.
Go to the Settings Icon (located top right of the screen) and click on Console.
Click on Users.
Click on Invite Users.
Inviting Individual Users
Add new users by entering the users email, one at a time. Then click add.
You are able to repeat this step as many times as you like.
Once you have added your new user's email(s), you are required to send them a welcome email / instructions to help guide you new user(s) to Nectir.
You will receive a pop up notification that your invitation has been sent. Your user will be sent instructions to join your company's Nectir account via email.
Inviting Multiple Users At Once
Inviting a large number of users at once is easy. You have two ways to do a bulk invite:
- Upload a CSV file with their email addresses
- Select SAML authenticated users (*these are users listed in your org's identity management provider such as Azure Active Directory. To upload this way, you must first setup the SAML authentication on your account. Instructions can be found HERE.)
- Once you have added your new user's email(s), you are required to send them a welcome email / instructions to help guide you new user(s) to Nectir.