Introduction to Adding New Users
Managing users efficiently is key to running a successful incubator or accelerator. AcceleratorApp allows you to add new users by sending individual invitations or importing them in bulk, ensuring smooth onboarding and role assignment.
Where to Add New Users
To add new users, navigate to Community > User Management and select New Users to invite them manually or Bulk Import for multiple users at once.
Step-by-Step
1. Navigate to User Management
Go to Community > User Management in the main menu.
2. Click on New Users
Select the New Users button to invite an individual user manually.
3. Enter user details
Enter the user's first name, last name, and email address in the designated fields.
4. Select the user role
Choose the appropriate user role from the drop-down list to set permissions.
5. Click Send Invite
Click the Send Invite button to dispatch an onboarding email to the user.
6. Select Bulk Import (for multiple users)
If importing multiple users, select Bulk Import in the User Management section instead.
7. Download the CSV template
Click to download the provided CSV template to ensure your file follows the correct formatting.
8. Upload your CSV file
Upload your completed CSV file containing the required fields (first name, last name, email, and role).
9. Process the list
Confirm the upload so the system can process the user list and send invitations automatically.
Best Practices
- Double-check all email addresses for typos before sending invitations to avoid bounce-backs.
- Always use the bulk import feature when onboarding large groups or entire cohorts to save time.
- Verify user roles and access permissions prior to sending invitations to ensure proper access control.
- Avoid modifying the column headers in the CSV template when performing a bulk import.