Adding and Inviting Users

Using this method is a quicker option than the bulk changes method when there are only a few users to add.

To add new users, go to the Admin ⚙️ > User Admin > Users. Click on Add a User.

You will then be presented with a window to manually add information for a single user. Note that the starred (*) fields are required. Once you've filled out the user's information, click Create User. 

If you are adding multiple users at once, we’ve provided a CSV template to make the process faster for you. To download a template, click on Bulk Changes.

The Bulk User Import instructions can be found under Step 1 for your reference. These instructions will help you to fill out the Import CSV or XLSX file. 

When you are first setting up your account, click Download under Step 2 to download a blank CSV template or XLSX template. If you already have users on the system and want to edit a CSV or XLSX of existing user data, check out this article for information on editing User Information.

Now it's time to populate your data in the import file that you have downloaded! Be sure to follow the instructions and guidelines provided in Step 1. It is important that the columns in the template are neither removed or renamed or the upload will return an error. Ensure that the date formats match for Start Date and Birthday. 

When you are ready to upload your users, go to Step 3 to import. Select Match on Email and choose the date format that was used in your import file. Select your file, and click Import. Once the upload is complete, you will receive an email confirmation. Any errors will be detailed in the email so you can make the necessary changes and upload the file again.

Please note that during the upload process, all employee data will be compared to current and archived users; this means that if the system finds a match to an archived user, the information will be updated the information and a new user will not be created.

Invite Users to Log In to the Kudos® platform

Adding users to the system either manually or via bulk upload will not automatically give the users access to the Kudos® platform and invite them to log in. They must be invited by an administrator. This will give you the opportunity to set everything up and double-check your user data before launching the Kudos® platform to your organization. Once your users are added successfully and you are ready to launch the Kudos® platform, be sure to send email invites so your employees can log in and set up their individual accounts!

When you're ready to invite users, click on Send User Invites.

A popup will appear, giving you the option to either Send Outstanding Invites Now, which will send an invitation to all users in your organization who have not yet been invited, or Re-Invite Users Now, which will send an invitation to everyone who has been invited already, but has not yet accepted their invitation. Once you have selected one of these options, you cannot withdraw the invitation.

If you wish to set the Auto Invite feature click Admin ⚙️ > Account Settings > Customize > User Invitations. By selecting Auto Invite, each time a new user is added to the Kudos® platform they will automatically be sent a system-generated invitation to begin using the platform. 

❗️ Auto Invites will not be sent to any previously created users, and will only apply to users added after Auto Invite has been turned on. Be sure to invite all previously added users before turning on Auto Invites using the steps above!