Follow

Video: Inviting Users to an Organization

This short video provides a walk through the process of inviting users to an organization.

When you are finished watching the video, please click the BloomBoard Help Center header at top to view all of our support articles.

 

Video time: 02:47

 

Transcript:

 

Welcome to the BloomBoard Video: Inviting Users to an Organization.

The User Manager invites new users to join the organization.

When the User Manager invites new users, he/she must also assign a program to each user.

00:21 To invite an individual user to the organization, you can follow these steps:

Log in at https://admin.bloomboard.com or click Switch to Admin Tools in the menu found by clicking your icon in the upper-right corner.

Click User Management.

Next, click Add Users.

To invite the new user, enter the user’s email address.

00:50 If appropriate, add a role to the user’s account.

Choose a program or programs assignment in the Add to Programs field and then click Send the Invite.

It’s important to note that new users must be be assigned to at least one program at the time of invitation.

User Managers may select multiple programs in the Add to Programs field.

01:20 Invited users receive an email with a link to join the organization.

Inviting Multiple Users

Users can also be invited in bulk. You’ll use a CSV file to invite multiple users in bulk.

The CSV accepts a single column of email addresses and must be saved in CSV format.

01:40 To invite users in bulk, you can click the Invite Multiple Users button at top.

You can download and use a sample CSV by clicking the sample CSV text link in the Invite Multiple Users screen.

Click Upload.

01:56 Choose the CSV file, and then click Open.

When prompted, review the email addresses.

You may edit the email addresses at this time or add a role to users' accounts.

02:11 Choose a program or programs assignment in the Add to Programs field.

When you are ready to invite the users, click Send Invites.

It’s important to note that all users in the CSV are assigned to the program(s) you select.

Prepare and upload separate CSVs for users in different programs.

02:25 When you are ready to invite the users, click Send Invites.

This concludes our walk through joining a program in BloomBoard.

Please visit all of our support articles at help.bloomboard.com.

If you ever have any questions, you can click the Chat or Help button at the bottom of any BloomBoard Screen.

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

0 Comments

Article is closed for comments.