Uploading and inviting users to the Dashboard

Last Updated: Jan 27, 2017 04:11PM AEDT
Uploading and inviting users via the REFFIND Dashboard
Importing users via the REFFIND Dashboard is a simple and easy to get your employees on board with REFFIND. It can also remove the barrier of employees having to search for the app themselves, and it removes the need for the employees to validate their email address.
The basic information required for a user upload:
  • Name
  • Email Address
  • Mobile/Cell Number 
Optional information that can be uploaded:
  • Job title
  • Work status
  • Gender
  • User Groups (FYI - If you are uploading employees into groups, you'll need to create the groups first in the dashboard before uploading.)
For importing users in bulk, if you go to the users page of the dashboard (https://manage.reffind.com/users), in the top right of the page there is a New User button with a down arrow on the side. If you click the arrow, a dropdown will appear that will allow you to import users. 

On the following screen, it will allow you to select a CSV of the user file. I have attached an example template. 

You will notice on this page, there is a tick box underneath where it says "Invite User" if you tick this and import the users, it will send them all an sms that looks like this (with your company name on it)

seconds ago
a minute ago
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an hour ago
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