Invite users into any group on Synap. From the Groups page navigate to invite new users.
From the invite page you can either add email addresses manually, or import a csv. You can mix new users with existing users to move in bulk.
See below for how the invite email looks to users, you can customise the emails with your logo from Settings>Emails
Emails will come from email@example.com , let users know to check for this address if they cannot find their invites.
Enter email addresses manually
Make sure all the addresses are formatted correctly and separated by a comma or a new line. Add in a custom message to go on the invite email.
Once you click Start import you'll get a confirmation message of how many users will be invited.
Importing a CSV
If you need to bulk invite / move users through CSV, you can download a custom template that creates a custom import template depending on the attributes you have created. If you're not using custom attributes the only required fields are
Format your CSV being careful to provide the correct inputs for the different custom attributes. For more information about custom user attributes see our attribute creation article
Upload your CSV and you'll be taken to a review page where you can double check the formatting and make sure all your fields were picked up. When everything is correct start the import.
Once users have been added / invited navigate to the Invites page (you may need to give the invites a few minutes and to refresh the page to get the table to load. From the invites table you can review & manage invites.
Status: will be pending while users haven't accepted the invite. Once they have accepted the invite they'll move to the main user table and become a fully registered user with a user ID. If you revoke the invite they will appear as cancelled in the table.
Sent / Expires : Invite links last 7 days, if you need to re issue the link use the 'Resend' button on the table. The user will be resent the same link but the expiry on that link will be reset.
Click to copy link : Use this to copy each invitees unique invite link. Handy for if the invite email has gone to a user spam, or if they've deleted the email.
Revoke: invalidates an invite after its been sent
Once your group is set up you can manage the columns to hide or show custom attributes