Follow

Inviting and activating users

 

Once you have your instance set up and ready to go you will want to activate your users. This is handled through the Administration Settings.

**We strongly recommend contacting your IT department to alert them that an email for each user will be sent from our domain "jostle.me".  They may want to whitelist our domain ahead of time to avoid emails bouncing.

Inviting Contributors in bulk

  1. Click on Admin Settings in the Main Navigation.
  2. Then go to User accounts and data > Invite users
  3. Here you can select which users you would like to activate. The section under Users is the list of available users to activate. Any users moved to the right under Users to be invited will receive an invitation email to Jostle after clicking the Send now button at the bottom of the screen..
  4. You can filter the list of available users to activate by selecting a choice in the Filter by groups drop down.  You can choose things like location, people who have been invited but haven't activated their account yet, or people who haven't been invited yet.
  5. In a day or two, you may want to review which users have actually activated their accounts (logged in), see here for more info.

invite.PNG

 
Invite users individually

You can invite Contributors on an individual basis as follows:

  1. Go to  Admin Settings > User accounts and data > Edit, Invite, Disable users and do a Search for a user.
  2. Click the EDIT link next to their name.
  3. Scroll down to the bottom of the screen and click the "Save changes & invite now" link to generate an invite.

Tip: This invite can also be resent in cases where the original invite wasn't received or when the user's email address has been updated and they need to confirm the new address by activating it for login.

invitedred.png

Was this article helpful?
3 out of 3 found this helpful
Have more questions? Submit a request

3 Comments

Please sign in to leave a comment.