This is as easy as opening the list we want to add the new user(s) to. To access a list, search for it in the list of lists and click on its name or from the right menu of each list (the 3 points) click on the pencil or if only one user is to be added, click the icon
From the “+” icon described above or from within a list, click the “ADD USER” button on the upper right.
In both cases, a form will open in which the only required field is the Email:
You can define at this time if the user will be an Administrator of the organization.
If the user to be added to the list is already in the system (on another list, including the “all” list) we can click the check “Add existing user” write the user’s Email the bottom field and when s/he appears, click on his/her name.
To finalize, click the “SAVE” button.
Within each list, at the top, under the name of the list, there are two fields: “Users” and “Invitations”
The philosophy of the platform is that no user will be added to the system unless s/he registers personally.
When we add users to a list (if the users don’t yet exist), they immediately go to the “Invitations” list and simultaneously they automatically receive an email with instructions for registering in the system.
If the day that the users are added to the campaign has not yet begun, when the user tries to access the platform, s/he will receive a message informing him/her that s/he has not yet been invited to any campaign but that said user has already been registered.
Until the new user registers, s/he will remain on the Invitations list. Once the user has registered, s/he will move from the Invitations list to the Users list, becoming a system user.
IMPORTANT: understand that while the user is on the Invitations list, s/he is not yet a platform user.