Overview

This article provides a step-by-step guide for administrators on how to invite employees to create a PostBeyond account in bulk using email invitations. It covers the process from accessing the administrator side of the platform to uploading a CSV file with employee details and customizing the invitation message before sending out the invites.

 

Information

How to Bulk Invite Employees to PostBeyond

In this lesson, we will go over how to invite employees to PostBeyond in bulk. Administrators can easily send email invitations to large groups of employees to create a PostBeyond account.

 

Inviting Employees in Bulk

• Invite employees to PostBeyond in bulk
• Customize email invitations
• Send email invitations

 

Our focus in this lesson is on adding employees to PostBeyond in bulk. If you would like to learn how to invite individual employees, please see the lesson: How to Invite Users to PostBeyond .

 

Sending Email Invitations

After clicking the 'Send Invites' button, email invitations will be immediately sent to employees.

 

Confirmation of Sent Invites

This message will appear when your invites have been successfully sent.

 

 

Receiving Invitations

Employees will immediately receive the invitation in their email. Your custom message will be formatted like this:

 

 

Step 1: Go to the Administrator side of the platform

Click on the 'Team' tab.

 

 

 

Step 2: Invite Users via Email

Click on the 'Invite users' button located in the top right-hand corner of the screen and select 'Invite via Email' to proceed with inviting new users to the platform.

 

 

 

Step 3: Click on 'Upload a CSV'

To proceed with uploading your data, click on the 'Upload a CSV' button. This will allow you to select and upload the CSV file from your computer.

 

 

 

Step 4: Select 'Sample CSV for inviting users', drag and drop an existing file, or select an existing file

At this stage, you have the option to use a 'Sample CSV' template for inviting users, or you can utilize an existing CSV file by either dragging and dropping it into the designated area or selecting the file through the file picker.

 

 

Step 5: Fill in the details

Include the employee's first name, last name, email, role (User, Content Creator, or Administrator) and group ID in the CSV file for every employee you would like to invite to PostBeyond.

Please note: For those who have Home Groups enabled, please note that there will be some differences.

 

 

Step 6: Click the 'Upload file' button

To proceed with uploading your file, click the 'Upload file' button as indicated in the interface.

 

 

 

Step 7: Customize the Email Invitation

Include a personalized, relevant, and compelling message encouraging employees to register for PostBeyond.

 

 

Step 8: Click the ‘Send Invites’ Button

Click the ‘Send Invites’ button located in the top right-hand corner of the screen to proceed with sending invitations.

 

 

 

FAQ

How do I access the bulk invitation feature in PostBeyond?

You can access the bulk invitation feature by clicking on the 'Team' tab on the Administrator side of the PostBeyond platform, then selecting 'Invite users' and choosing 'Invite via Email'.

What information do I need to include in the CSV file for inviting employees?

The CSV file should include each employee's first name, last name, email, role (User, Content Creator, or Administrator), and group ID if applicable.

Can I customize the email invitation when inviting employees in bulk?

Yes, you can customize the email invitation with a personalized message to encourage employees to register for PostBeyond.

What happens after I click the 'Send Invites' button?

After clicking the 'Send Invites' button, email invitations will be immediately sent to the list of employees you have included in the CSV file.

Is there a template available for creating the CSV file for invitations?

Yes, PostBeyond provides a 'Sample CSV' template that you can use as a guide for creating your CSV file for inviting users.