What are the steps to add/invite users to the platform?

What are the steps to add/invite users to the platform?

Once logged in to Socxo Admin Portal, click on User in the left pane.

1. Click on “+ New User” button at the top-right side

A new pop-up will open, wherein you can upload a .csv file to invite bulk of users (limited to 500 users) (or) add users via their e-mail IDs.

The format of .csv files will be available within the page itself.

To add users by e-mail:
2. Click Enter E-mails
3. Enter the e-mail ID of the Brand Advocate (Employee) who is to be invited to the Socxo Portal, followed by a comma (,)
4. Click Proceed
5. Select the Teams and the Role of the employee who is to be invited, by clicking on Teams & Roles buttons
6. Click Save to Invited button

Now, the new user will be invited via e-mail, and the user details can be found from the Invited tab of the User Menu.

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