User Invitation
What are the steps to add/invite users to the platform?
➕ How to Add New Users in Socxo Admin Portal ? Log in to the Socxo Admin Portal ? Click on User in the left pane ➕ Click the “+ New User” button at the top-right Bulk User Upload via CSV A pop-up will open allowing you to: ? Upload a .csv file (up ...
Can I send out a single link to add multiple users to the platform?
Yes. By choosing to send external invites, you can share an invite link to add multiple users to the platform. Quick guide Adding New Users | Socxo Admin
Can I add users to the platform and send email on my own?
Yes By External Invites you can add users to the platform, by crafting an invite mail and using the invite link generated from Socxo
Can I change the template on the automated invite email?
Yes. ✉️ How to Customize the Automated Invite Email Template ? Go to User Settings ? Set the option to Internal Invite ✏️ Click the “Edit Invite Template” button ?️ Customize the email template as desired Quick guide: ...
Will an automated email go when I add users?
? How Invite Emails Are Sent When Adding New Users ✅ Using Socxo’s Inbuilt Email Invite System: Automated invitation emails are sent directly to users as soon as you add them internally. ✉️ Using External Email System: You need to copy the invite ...
Can I add users in bulk?
? How to Add Users in Bulk on Socxo Admin Portal ? Log in to the Socxo Admin Portal ? Click on User in the left pane ➕ Click the “+ New User” button at the top-right Upload Bulk Users via CSV A pop-up will open where you can: ? Upload a .csv file ...
How can I add users to the platform?
➕ How to Add New Users in Socxo Admin Portal ? Log in to the Socxo Admin Portal ? Click on User in the left pane ➕ Click the “+ New User” button at the top-right Bulk User Upload via CSV A pop-up will open allowing you to: ? Upload a .csv file ...