New users can be invited one of two ways; with the open text field or by importing a csv file. In the open text field, manually type or copy/paste a list of email addresses that you would like to invite. The emails can be separated by any common text separator, such as a space, comma, tab, or line break.
- Click Invite
- Enter emails in the box and include a text separator
- Click the invite button to send
Batch User Invite
Alternatively, you can import a csv list of email addresses. Make sure your csv has just one column, with a header of "Email" (case sensitive). You can download the attached template at the bottom of this article.
- Click Batch
- Select Invite
- Click Choose File - Browse your computer and select the csv
- Click Import
If you are inviting a short list of users, you will see a popup immediately to let you know which emails have received invites. Any duplicate email addresses that have already accepted your FLEX invite in the past will not receive a new invite.
If you are importing a large csv, you will see a message at the bottom of the screen to let you know that the emails are processing. You will receive an email shortly to confirm that the invites have been sent.
New FLEX users will receive email invites with a link to complete their user creation within the mobile app or our FLEX web portal. Their first and last names will be entered when they do so and will show up in the FLEX user list. You can find information on accepting user invites here. A user that has received an invite but hasn't accepted will show a Pending status in the list. Once they follow your link to create an account, their status will change to Accepted.
Pending users will receive reminder emails every week for four weeks to complete their account creation. After 30-days the invitation will expire. The user will still show up in the FLEX user list but will be grayed out and will not count against the total FLEX users in use. A new invite can be resent to that user at any time.
Please sign in to leave a comment.