The All Access Pass Portal allows you to organize users into groups called teams. As the team administrator, you can manage the user on your team by following the instructions below.
Step-by-step guide
- Select the menu in the upper right-hand corner and click "Admin."
- Next, select the "Manage Team" tile to navigate to the Team Management page.
- Expand the team you wish to add users to on the Team Management page.
- Select the "Add Users" button.
To add a single user, follow the below instructions:
- Select "Create User," and the "Create User" Dialogue box will appear.
- Fill out the form with the user's first name, last name, and email address. Then select "Create."
To add several users, follow the below instructions:
- Select "Upload Users," and the "Upload Users" Dialogue box will appear.
- Next, click the "XLS Template" link, and the import template will download to your device.
- Upon download, open and the template and fill out the users' first name, last name, and email address.
- Once your import file is complete, click the "Choose File" link and select your import file.
- The All Access Pass system will scan your file and display the first few rows of data to allow you to verify that the file is valid. After inspecting the first few rows, select "Continue" when you are ready to start importing.
- If the template is correct, you will encounter the "Check complete" message page, and you can click "Upload Users."
- The "Add Users to Pass" page will ask you if you want to send the All Access Pass welcome email at the time of upload. Check the box next to "Send Emails?" if you would like to send the welcome email to the users at this time.
- Finally, click "Upload Users" to initiate the upload. The system will yield a receipt with a confirmation number and a message that says the system will send an email once the upload is complete.
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