This article provides you with everything you need to know to invite a user to EdApp via Email/bulk upload.
Users can be invited to EdApp in a variety of ways. Inviting them via email (bulk upload) is a good option if you would like to manually control who receives an invitation, need to do this for numerous users and have their contact information. In this post, we explain how to invite users via the email option on EdApp.
1. Navigate to ‘Invite Users’
This can be found under the User pane. Once you’re on this page, you’ll see be able to choose between Individual or Bulk invitations
2. Click ‘Individual’ to invite individual users via email
This option allows you to send individual users their login details via email. This is a good option if you're looking to invite a few users to the platform at once. Users will automatically have learner access, but you can also press the checkmark beside their email if you would like them to have Admin access. You can also customise the subject line before sending.
3. Click 'Bulk' to invite a large group of users via email
Bulk upload is via a CSV file and is useful for uploading numerous users at once. The CSV file must be laid out in a specific way as indicated on this page in order for the data to be uploaded correctly. Within the CSV file, the columns should be titled as the information you would like to upload. The only required field is email, however admins can also add the following fields if applicable:
- First name
- Last name
- User group
There is also a capability with this feature to automatically send the uploaded users an email with their new login details.
Finally, you can also add a custom subject line that users will receive on the email that is sent out. This is so you can make it specific to your organisation to encourage learners more!
Top Tip: You can also use this CSV upload to bulk set user passwords. This can be useful if you'd prefer to send your own email (and are unchecking the 'Send Invitation Email' as seen above.) To do so, add a 'Password' column into your sheet, and insert a valid password for each user. Once the CSV file has been uploaded, users will be able to log in with the password you have set for them.
4. Invite more users or view users
Once you have sent the invites, you can choose to invite more, or view your users.