There are two ways to add users to the platform:
Adding by email is the fastest way to invite users into your organisation:
- Click the Invite Users button near the top-left of the screen.
- Paste a list of emails into the top box, each email should be on a separate line
- In the lower box, you can add a custom email message, which will then be sent to the newly added users as part of the onboarding process.
You can also upload a CSV file to add users to the platform. Please make sure the file includes all email addresses of the individuals you wish to add. These users will then be sent an email to onboard and create an account on the platform.
By clicking on a user, you can then choose to make them administrators, which will enable them to create organisation goals and edit the organisation settings.
Within Red Panda, you are able to add users to group, which will enable admins to set specific goals, to a specific group of users. For each group, you can also add an external ID, to map groups to other platforms.
Users can be added to the group by searching for users already within the platform.
Searching for Users
Administrators can search for an individual user from the Users overview page. This feature can be especially helpful in organisations where a large number of users exist.
To search for a user, simply type the users name into the Search users search box toward the top of the screen and click return. The users record should then appear, and you should be able to alter the roles they have assigned or delete them out of Red Panda entirely by using the delete button next to the users name.