FAQs for User Management in Adeptia Connect
- Rajeev Rai
Analytics
How do I invite a new user to Adeptia Connect?
To invite a new user, go to Account > Users, then click Invite Users. Enter the email address of the user, assign a role, customize the message, and send the invitation. The user will receive an email to activate their account.
Can I invite multiple users at once?
Yes, you can invite multiple users by entering their email addresses separated by commas in the invitation email field.
What should I do if the invited user doesn’t receive the invitation?
If a user hasn’t received the invitation, you can resend it. Go to the SENT INVITES panel, find the user, and click the resend button next to their name.
How do I track the status of invitations?
You can track the status of sent invitations in the SENT INVITES panel. Accepted invitations will be marked, while unaccepted ones will show as Not Accepted.
Can I bulk import users instead of adding them one at a time?
Yes, you can add multiple users through bulk import by uploading a CSV file. Go to Account > Users, click Import Users, and upload the CSV file containing the user details.
What format should the CSV file be in for bulk importing users?
The CSV file must contain specific user details, following the required format for importing users. Refer to the guide within Adeptia Connect for the exact format requirements.
How do I assign roles to users during the invitation process?
When inviting a user, you can assign roles in the Assign Role field. You can choose a Company Only role or select other roles based on the user’s function.
Can I edit or remove users once they’ve been added?
Yes, users can be managed through the Users section. You can update their roles or remove them from the system if necessary.
How do I ensure my invited users receive a personalized message?
You can type a custom message in the Message field when inviting users. This message will appear in the body of the invitation email.
10. How long does it take for bulk users to be added to the system?
The import process starts immediately after uploading the CSV file. You can track the progress in the Users section, where the number of active users will increase as the process completes.