How to add new users to your account

After setting up your account, invite new users from your team to sign up to Produce8. Adding new users can help to further visualize how your team works.

Once you are set up with your Produce8 account, it is important that your team create theirs in order for you to start understanding how you work. When you add a new user, they will receive an email invitation to confirm their sign up to Produce8. To support them with their onboarding to Produce8, please also share the New User guide.

To add users to Produce8, there are three potential avenues: 

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

 

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 home page.

2. Click Add Team Member on the right hand side.

3.You will now invite your team members. There are 2 ways to do this: 

a) The default will be 'Invite via Email'. If your team member has already created a Produce8 account, their name will appear in a drop down. 

If they do not have a Produce8 account, you can invite a new contact by entering their email. 

b) The second option is to 'Invite O365 contacts'. Here you can search your Office365 contacts by name and invite them to join your Team Workspace.

If they do not have a Produce8 account, you can invite a new contact by entering their email. 

With either option you may add a personal message for the recipient if you wish. 

4. Once you have entered their email, you must also select a level of permissions. The default will be 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:

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, you can do so using the following 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. You will now invite your team members. There are 2 ways to do this: 

a) The default will be 'Invite via Email'. Enter your team members email.

b) The second option is to 'Invite O365 contacts'. Here you can search your Office365 contacts by name and invite them.

With both options you can opt to send a message to the recipient.

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 then 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. By extending the Shareable Link to your team they have the option to sign up. When team members accept the invitation, they join on an individual basis with User Permissions. This method is particularly useful when you want to onboard team members swiftly. Here's how you can do it:

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. Toggle on the Invite Link option.
5. Copy the generated link.
6. Share the copied link directly with your team members via email, messaging apps, or any communication platform of your choice.
7. Team members can simply click on the link to then follow the New User Onboarding Process.