How to Add a User to EventR: Difference between revisions

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Getting your team together is something we wanted to make as easy as possible. Therefore there are many ways of adding users, depending on how you are operating. Enterprise customers can also restrict the options via the Admin screen

Getting your team together is something we wanted to make as easy as possible. Therefore there are many ways of adding users, depending on how you are operating. Enterprise customers can also restrict the options via the Admin screen.

* Invite via email from the app - this can be done from the app on the team page. Users joining this way will sign up and instantly be added to the itinerary

* Invite via share link - the link can be ~~got~~ from the app on the team page. This is a URL which when followed will create a join request.

* Invite via share link - the link can be obtained from the app on the team page. This is a URL which when followed will create a join request.

* Invite via QR Code - if a user ~~scan~~ the QR code they will be be directed to a join request flow.

* Invite via QR Code - if a user scans the QR code they will be be directed to a join request flow.

* Create a user manually in the ECH. The administrator can enter all the user details, and add them to the team. They can also assign a role and departments. Users added this way must still be invited by sending them an email from the EventR Enterprise Coordinator Hub.

* Upload a spreadsheet of users. Users can be added bulk by downloading the spreadsheet of existing users, editing, and then reuploading. This process is done from the EventR Enterprise Coordinator Hub on the User Screen. Users added this way must still be invited by sending them an email from the ECH.

* [[How to add users to EventR via a spreadsheet|Upload a spreadsheet of users]]. Users can be added in bulk by downloading the spreadsheet of existing users, editing, and then reuploading. This process is done from the EventR Enterprise Coordinator Hub on the User Screen. Users added this way must still be invited by sending them an email from the ECH.

* Downloading the app - users can just sign up to their own team. This will to join another team, but it is the starting point!

* Signing up on https://eventr.softpauer.com to the ECH.

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-Getting your team together is something we wanted to make as easy as possible. Therefore there are many ways of adding users, depending on how you are operating. Enterprise customers can also restrict the options via the Admin screen
+Getting your team together is something we wanted to make as easy as possible. Therefore there are many ways of adding users, depending on how you are operating. Enterprise customers can also restrict the options via the Admin screen.
 * Invite via email from the app - this can be done from the app on the team page. Users joining this way will sign up and instantly be added to the itinerary
-* Invite via share link - the link can be got from the app on the team page. This is a URL which when followed will create a join request.
+* Invite via share link - the link can be obtained from the app on the team page. This is a URL which when followed will create a join request.
-* Invite via QR Code - if a user scan the QR code they will be be directed to a join request flow.
+* Invite via QR Code - if a user scans the QR code they will be be directed to a join request flow.
 * Create a user manually in the ECH. The administrator can enter all the user details, and add them to the team. They can also assign a role and departments. Users added this way must still be invited by sending them an email from the EventR Enterprise Coordinator Hub.
-* Upload a spreadsheet of users. Users can be added bulk by downloading the spreadsheet of existing users, editing, and then reuploading. This process is done from the EventR Enterprise Coordinator Hub on the User Screen. Users added this way must still be invited by sending them an email from the ECH.
+* [[How to add users to EventR via a spreadsheet|Upload a spreadsheet of users]]. Users can be added in bulk by downloading the spreadsheet of existing users, editing, and then reuploading. This process is done from the EventR Enterprise Coordinator Hub on the User Screen. Users added this way must still be invited by sending them an email from the ECH.
 * Downloading the app - users can just sign up to their own team. This will to join another team, but it is the starting point!
 * Signing up on https://eventr.softpauer.com to the ECH.