Add one or more users in B12
[1] "Members" button in the navigation bar on the left. [2] Click on the three small dots to the right of the search bar. [3] Click on "Add users".
Add users: Using a pop-up window within the application. Ideal for adding a few users at a time.
You will need to provide the main information: First name, last name, email address, and role. Select the role. Adding to a group is optional. You will also need to fill in your organization's custom fields.
[1] Click on "Import and invite".
- Import: The user will be created in the application but not activated. They will not receive any notification. A manual action will be required to invite the user by email to activate their account.
- Import and invite: Default option. The user will be created and will instantly receive an email inviting them to activate their account.
- Import and schedule the invitation: The user will be created in the application but not activated. They will not receive any notification. You will be prompted to set the date and time at which an automatic email will be sent to the user to activate their account.