How to invite a new teammate

Overview

Admins can invite new users at any time, either one at a time or in batches of up to 150 using a CSV. If you are using a CSV, you will need to follow the required format explained below to make sure users are added correctly.

Admins can either configure user settings after they have been invited, or clone a user's settings or use teammate templates for a quicker setup.

If you have multiple Teams, company admins are able to access and invite teammates to any Team, and team admins can invite teammates to their specific Team. 


How to add new users one at a time

Step 1

Open your Settings, select Teammates (either under the Company section or the Team section), and Invite a teammate.

Step 2

Enter your teammate's email address, first name, and last name. If you wish to make this teammate a company administrator, turn the toggle on.

You have the option to clone this teammate's access and preferences from an existing teammate or from a teammate template.

Step 3

Click Next.

Step 4

Give your teammate access to whichever team inboxes you wish, and click Invite teammate.

 Step 5

Your teammate will then receive an email to complete their setup process. They will click the link in the email and walk through the setup screens.

Note: Be sure that your teammate does not sign up for their own trial on our website, as that will create a brand new company for them. If they accidentally did that, you will not be able to add the same user to your company, so please email us at support@frontapp.com to tell us their email address and we will remove their incorrect account.


How to invite multiple users using a CSV

Step 1

Open Settings, select Teammates (either under the Company section or the Team section), click on the down arrow next to Invite a teammate and select  Invite multiple from CSV.

 

Step 2

You will be prompted to upload a CSV file containing the following information. You can invite up to 150 teammates at once using this method.

  • Email address of the teammate you want to invite (required)
  • First name (optional)
  • Last name (optional)
  • Teammate to be cloned (optional). This must match either the email address of the teammate or the name of the teammate template you want to clone.
  • Company administrator (required). This column should be "true" or "false". This input will be ignored if you are cloning from a teammate, as the status of the teammate will be reused. If you are not a company admin yourself, this will be set to "N" regardless of your input.

Step 3

Click Next.

Step 4

You will see a summary of all invited teammates, as well as potential error messages if a field was incorrect.

Step 5

Your teammate will receive an email to complete their set up. They will click the link in the email and walk through the setup screens.

Note: Be sure that your teammate does not sign up for their own trial on our website, as that will create a brand new company for them. If they accidentally did that, you will not be able to add the same user to your company, so please email us at support@frontapp.com to tell us their email address and we will remove their incorrect account.

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