Adding and Inviting Users

Adding and Inviting Users 

Whether you’re setting up Kudos for the first time, or adding new hires to an existing Kudos account, adding users is one of the most important parts of being a Kudos Admin! Users can be added manually or by bulk upload through a CSV or XLSX file. It's important to remember that users will not be able to access Kudos until they are invited by an Admin. 

In this article:

• Add Users Manually
• Add Users in Bulk
• Invite Users to Log In to Kudos
• Invite Automation

💡 For more information on User Privileges, Limited Admin abilities, check out our User Administration guide! 

Add Users Manually

Using this method is a quicker option than the bulk changes method when only a couple of users are being added.

To add new users, go to the ⚙️ Gear Icon > 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. 

Add Users in Bulk

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 the Blank Template button under Step 2 to download a blank CSV or XLSX file to fill in. If you already have users on the system and want to edit a CSV of existing users, check out this article for information on editing User Information.

Now it's time to populate your data in the import file! Be sure to follow the instructions and guidelines provided in Step 1. Column titles on the file cannot be altered or removed. 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 in your import file upload it again.

Invite Users to Log In to Kudos

Adding users to the system either manually or via bulk upload will not automatically give the users Kudos access 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 Kudos to your organization. Once your users are added successfully and you are ready to launch Kudos, 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.

Invite Automation

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

We hope this helps! If you have any questions, please reach out to us at Support@Kudos.com and one of our friendly team members will be happy to assist you.