How To Add New Users To Your Account

This guide will help you add new users to your Produce8 account. Properly adding users is crucial to visualize how your team works and manage your account efficiently.

There are three methods to add users to Produce8:

1. Add team members through your Shared Workspace
2. Add team members from your Company Account Page
3. Add team members through your Shareable Link  

Define Invitation Method

Choose between Shareable Link invites or Email invites (Company Account Page or Shared Workspace) for onboarding users. Here are the differences between each method:

Shareable Link Invites

• Reduce Admin Effort: Shareable Links streamline the process of inviting users, making them ideal for large teams.
• Bulk Invitations: These links can be included in bulk emails or channel messages to invite multiple users at once.
• Non-Expiring Links: Shareable Links do not expire but can be toggled on or off at the account level.
• Default Permissions: Users who join via Shareable Link are assigned the default "User" permission level. Custom permissions can be configured after the invite is accepted.
• Account Invitations: These links invite users to join the Account but do not include membership to any Shared Workspace.

Email Invites

• Customizable and Visible: Email invites allow for more customization and provide better visibility for account administrators.
• Monitor Status: Administrators can monitor the status of Email invites to see who has accepted or declined.
• Expiration: These invites expire after 7 days if unaccepted and need to be renewed.
• Flexible Permissions: Users can be invited with any Permission level, providing flexibility in assigning roles.
• Sent from Shared Workspace or Company Account: Email invites can be sent from either the Shared Workspace or the Company Account page, offering versatility in the invitation process.

For more information on Roles and Permissions, click here.

Adding team members through your Shared Workspace

If the team members you are inviting to use Produce8 will be a part of a Shared Workspace you are creating, you can add them this way. For more information on Shared Workspaces, please use this link.

To add them this way, please follow these steps:

1. Click on the Shared Workspace within the Produce8 homepage. 
2. Click Add Team Member on the right-hand side.
3. Invite your team members:
   1. Invite via Email: If the team member has already created a Produce8 account, their name will appear in a dropdown. If not, enter their email to invite them.
   2. Invite O365 contacts: Search your Office365 contacts by name and invite them.
   3. Add a personal message if you wish.
4. Select a level of permissions: The default is Member, but you can also choose between Lead & Owner. For more details please use this link.
5. Click Send Invitations.
6. When you then send the invitations, your team member will receive an email that looks like the below:
   
7. Your team member must then click Go see the Invitation. They can then accept your invitation and become a part of your Shared Workspace!

Adding team members through the Company Account page

If you wish to add users to get set up with Produce8 before inviting them to a Shared Workspace, follow these steps:

1. Log into your Produce8 Web App Account.
2. Click your name on the top right corner to open a list of actions.
3. Click Company Account.
4. Within company account, select Invite Users.
5. Invite your team members:
   1. Invite via Email: Enter your team member's email.
   2. Invite O365 contacts: Search your Office365 contacts by name and invite them.
   3. Add a personal message if you wish.
6. Decide if you wish to give the new user admin privileges. You can better understand the level of permissions by using this link.
7. Click Send Invitation(s).
8. Once you have sent the invitation, your team member will appear in the 'Invited User' section of your Company Account. When accepted, they will move over to 'Active User'.

Adding team members through your Shareable Link 

If you want a quick and direct way to extend the invite to team members without the complexity of Shared Workspaces, using a Shareable Link is the ideal solution. Here's how to generate, manage, and use a Shareable Link:

Generating a Shareable Link

1. Log into your Produce8 Web App Account.
2. Click your name on the top right corner to open a list of actions.
3. Select Company Account.
4. Toggle on the Invite Link option.
5. Copy the link and share it with your team.
6. To disable the shareable link, simply toggle off the Invite Link.
   
   

Managing the Shareable Link

1. Toggle off the Invite Link to disable it.
2. Generate a new link by clicking Generate a New Link.
   1. This action deactivates the previous link, ensuring security and control.

Using the Shareable Link

1. Users can copy and paste the link into a browser.
2. If the link is valid and within user limits, a sign-up screen will appear.
3. Users can then follow the New User Onboarding steps seamlessly.

Notifications

Owners receive email notifications when a user is added using the Shareable Link.

Adjust your notification settings by:

1. Log into your Produce8 Web App Account.

2. Click your name on the top right corner to open a list of actions.

3. Select Company Account.

4. Click on the Notifications Settings tab.

5. Toggle on/off your desired activities.

By following these methods, you can efficiently add new users to Produce8 and ensure they are properly set up to start contributing to your team's productivity.