Import People Now, Invite Later

See how to add people to your account and send the invite later!

Cindy Bellers avatar
Written by Cindy Bellers
Updated over a week ago

Want to add people to your account but are not ready to give them access to your Trainual just yet? πŸ‘€ Learn how to use our add now, invite later feature below! πŸ‘©β€πŸŽ“


Part 1

Add people to your account without inviting them by following these steps:

  1. Navigate to the Account page from the left navigation menu.

  2. Select Manage users.

  3. Click Add teammate.

  4. Add in user details.

  5. Uncheck the "Send invite now" setting box and click "Add" to save this update. Don't worry, it won't send - just the in-app button for people additions! πŸ˜‰


Part 2

Ready to invite your People? You can do so by following these simple steps:

  1. Navigate to the Account page from the left navigation.

  2. Select Manage users.

  3. Click the arrow next to the "Add teammate" button.

  4. Select "Send all invites."

  5. You will then see a pop-up confirming this selection.

  6. Click the "Got it" button. The people you invited will now receive their invitation to Trainual via email with prompts to help them set up their profile. That's it! πŸŽ‰


Learn more about managing your teammates:


🌻 SEOs: Reinvite, Re Invite, Re-Invite, Invite Again, Resend, Re Send, Re-Send

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