If you’re an administrator you can manage your organisation’s user accounts in the Colleagues area.
When your HOW2 subscription is set up you will need to add accounts for your colleagues. You can add new users (up to your quota) at any time, so it’s up to you how many accounts you set up at first.
If you only want to add a small number of accounts you may find the Add User option most convenient. Just fill in and submit the form once for each user you would like to add.
If you need to set up tens or hundreds of accounts then the Import User feature will be the way to go.
Simply create or generate a spreadsheet with ‘Full Name’ and ‘Email’ columns, then save it as a CSV file – you can download an example file to assist with this.
Once that’s done, select the CSV file and click the Upload button. On the next page, you’ll see a list of all of the accounts that have been extracted from the CSV file.
You have a couple of options to choose from for each account. By default, everyone will be assigned to a normal user role. If you would like certain colleagues to have the ability to manage accounts and view reports you can change their role to Admin.
You can also choose whether to invite users immediately or later on. This can be toggled for individual users or for all of the users being imported with the button at the bottom of the page.
When you have the accounts configured as you want, optionally enter a note to include with the user’s invitation emails (for users being invited now) and click the Import Users button.
If you’ve chosen not to send invitations to users when you created their accounts, you can trigger these invitations by scrolling to (or searching for) their name on main Colleagues page, then clicking the Invite option in the drop-down menu alongside.
You can also do this if you’d like to re-send invitations to users who haven’t got around to activating their account.
If you regularly need to send Notes and Nudges to the same sets of colleagues then you can save time by adding them to Groups.View next