Learn how to use the Sign Up Url and +Add Members feature
You can add users to a Group in two ways:
Option 1: Sign URLs
Option 2: +Add members
Scroll down to find more information about each option
Option 1 Add users to your account using the Sign Up URLs feature
The Sign Up URLs feature in Ankored allows you to easily invite users to create their profiles and fulfill specific requirements by sharing a unique link. Here's a step-by-step guide on how to use the Sign Up URLs feature:
How to Use Sign Up URLs in Ankored:
- Select the Group:
Navigate to the specific group in your hierarchy for which you want to invite users.
- Access Sign Up URLs:
Look for the "Sign up URLs" button. Click on it to access the Sign Up URLs feature.
- Choose Role and Copy Link:
Within the Sign Up URLs feature, you will see a list of roles associated with specific requirements.
Select the role you want to invite users to and click the "Copy" button next to that role.
Note: Roles are tied to specific requirements.
- Share the Link:
Now that you have copied the link, you can share it with users through various methods:
- Email Communication: Paste the link in your email and send it to the intended users.
- Text Message: Share the link via text message for a quick and direct invitation.
- Website Hyperlink: Many users prefer creating a hyperlink on their website. Paste the link into your website to allow users to sign up directly.
Key Benefits of Sign Up URLs:
Easy Profile Creation: Users can easily create their Ankored profiles using the provided link.
Self-Selection: Users can self-select signing up, making it convenient for them to fulfill the necessary requirements.
Additional Tips:
Role and Requirements: Remember that roles are tied to specific requirements. Ensure that you copy the correct URL
Communication Flexibility: Choose the communication method that best suits your audience – email, text, or website hyperlink.
By following these steps, you can efficiently use the Sign Up URLs feature in Ankored to invite users, making the onboarding process seamless and user-friendly.
OPTION 2: Add users to your account using the +Add Members feature
Learn how to invite users into Ankored via email
What does the +Add Members feature do?
The +Add Members feature allows you to invite users in Groups by entering their email addresses and specifying their roles. To use this feature, you just need to know the user's email address.
Benefits of using +Add Members include:
- Quick addition of users via email address.
- Users receive an automated email from Support@Ankored.com, inviting them to complete their profile and fulfill Ankored requirements.
What if I have a large number of users to invite?
No worries! Check out our article on how to bulk-add users with a CSV file.
Ready to use the +Add Members feature?
Here's how:
- Choose the Group in your hierarchy where you want to invite users.
- Click on +Add Members.
- Select Users.
- Enter an email address and choose the user's role (remember, roles are linked to requirements).
- Click Submit.
What happens after I hit submit?
Ankored takes care of the rest! Afterward, the user will receive a series of email notifications from Support@Akored.com on day 1, day 4, day 7, and day 10 to activate their Ankored profile.
What does the user need to do with that email?
The user should open the email, click on 'Activate Account,' and proceed to create their Ankored profile. Their requirements will automatically appear based on the role you assigned them in step 5.
Heads up!
You may see the user's email address and see a status 'No requirements assigned'. Until your user activates their Ankored account, their requirements will not populate.