How to add new users in Jostle

Preface - User distinctions

When System Admins create User Accounts, there are some special distinctions that can be applied, as needed. These include making someone a Restricted or Semi-restricted User and/or designating External Users. You can learn more about these distinctions here.

Options

When adding new users to your Jostle platform, System Admins have all these options:

1. Adding individual Users
2. Update multiple Users via import CSV file
3. Enabling Users to add themselves
4. Automating User import via SFTP upload
5. Automation using the Provisioning API
6. Provisioning API Connectors (Okta and Entra ID)

Adding individual Users

To add a new User, System Admins:

1. Go to Admin Settings > User Accounts and Data > Create a New User
2. Enter the information in the form. 
3. When ready, click the Create and Invite button to invite the User immediately.

Tips:

• First Name, Last Name, and Work Email are all the only required fields.
• If you want to invite the User at a later time, in Step 3 above click on the Create and Add to Pending Invite List.
• To add or update multiple users in bulk using a Jostle template, see this article.
• You can send the invite email in any of Jostle's supported languages, including English, French, Japanese, German, Russian, Spanish, Swedish, Danish, Polish, Hebrew, and Arabic.

Update multiple Users via import CSV file

If you are managing your user base outside of Jostle, for example in your HRIS or payroll system, you can export a CSV file from that system and then use it to both update existing Users and create new ones in Jostle.

System Admins can upload CSV files with user data at Administration Settings > User Data To/From Other Systems > Import Users (CSV). Learn more about how to do this here.

CSV imports have a row per username and:

1. Update the Users data, if it finds a User with that username in Jostle
2. Creates a new User, if it does not find that username in Jostle
3. Don't make changes to usernames that are not included in the CSV file.

Enabling Users to add themselves

System Admins can create and send out a Self Registration Link to new Users. When clicked, the link enables the new User to register their own information and be securely added via email confirmation.

Organizations need to share and promote this Self Registration Link as they see fit, for example via an email. It's the same link for everyone in the organization, but it will only work for people that have an email address in the designated email domain.

Note: The regular activation email gets sent to Users to confirm their Account.

To generate a Self Registration Link System Admins:

1. Go to Admin Settings > User Accounts and Data > Enable Self Registration
2. Check the Enable Self Registration box
3. In the Email Domain field, enter the domain of the email addresses your users will be confirming their registration with (i.e. @yourcompany.com) and then click anywhere outside of that field to enable the Save button.
4. Click Save and the email domain will now be tied to the link, so that only people registering with an email address from that domain will be able to complete the registration process. 
5. Copy the link and send or promote it to those you want to self register.

Notes:

• Once a Self Registration Link has set up, System Admins can Invalidate it at any time on the Enable Self Registration page. This will stop from working for everyone.
• If you want to enable self registration from a different domain, you don’t need to first invalidate the link. A System Admin can just enter the new domain and click Save. The link will remain the same, but will now be tied to the new domain (and will no longer work for anyone registering with an email from the previous domain).

Automating User import via SFTP upload

If you want to automate the CSV process described above, you can import Users via SFTP upload, see here.

Automation using the Provisioning API

Learn about our full User Provisioning API here.

Provisioning API Connectors

API Connectors are available for Okta and Entra ID (formally AzureAD).