Inviting and Re-inviting Users

Introduction

The Users module in the Workforce Experience Platform (WXP) allows you (IT administrator) to invite IT admin team members and assign them appropriate roles. The invited admins receive a welcome email with a URL to log in to WXP. You can also re-invite members if needed.

This article provides a step-by-step guide to invite and re-invite users.

Inviting a New User

1. Log in to WXP. The Home page is displayed.
2. From the left menu of the platform, click Account Management. The company page appears, showing two tabs: Overview (default view) and Users.
3. Go to the Users tab. A list of existing users is displayed along with the option to Invite User.
4. Click Invite User. A dialog box is displayed titled Add Users, where you are prompted to select one of the two methods:
   • Add Manually
   • Upload CSV

Adding Users Manually

1. In the Add Users dialog, select the option Add Manually. Step 1 of 2 is displayed to add user information.
2. In Step 1 of 2, enter the following details:
   • First Name
   • Last Name
   • Email
   • IDP (Identity Provider): Select either HPID or AAD.
3. (Optional) Click + Add another user to invite more than one user.
4. Click Next. Step 2 of 2 is displayed to assign roles.
5. In Step 2 of 2 - Assign User Roles, select a role from the dropdown.
   • By default, the IT Admin role is assigned. This can be changed using the roles dropdown.
   • In the field Set same role to all users in the list, select a role from the dropdown to assign to all users.
6. Review the user details and click Finish. A popup is displayed in the bottom-right corner with a success or failure message.

The invited user will receive a welcome email. By clicking the link in the email, the user is redirected to the login page of the platform.

Adding Users in Bulk via CSV

1. In the Add Users dialog box, select the option Upload CSV.
2. (Optional) Download the template to ensure correct format.
3. Add user details in the recommened format and save the file locally.
4. Using the Upload File option, select your file and click Upload.
5. In the dialog box, click Import. A popup is displayed in the bottom-right corner with a success or failure message.

Re-Inviting Users

If one or more users missed the invitation, the platform enables you to resend the invite.

To re-invite:

1. From the left menu of the platform, click Account Management. The company page is displayed with two tabs: Overview and Users.
2. Go to the Users tab. A list of existing users is displayed.
3. Select the users to be re-invited. When at least one user is selected, the Resend Invitation option is displayed.
   • Use the search box to find users by Name, Email, Role, or Invite Status.
4. Click Resend Invite. A confirmation appears: "Are you sure you want to resend the invitation to the selected users?"
5. Click Resend. A popup is displayed in the bottom-right corner with a success or failure message.

A new welcome email will be sent to the selected users. The imported file can be access via Notification Center.

Viewing User Details

1. From the left menu of the platform, click Account Management. The company page appears with two tabs: Overview and Users.
2. Go to the Users tab. A list of existing users is displayed.
3. Click the user's email address to view their profile. The User Details page is displayed.

Related Resources

For additional information, refer to the following articles:

• Overview of User Management
• Overview of Account Management
• Managing Users

Contact Us

If you encounter any issues, create a support case or email [email protected].