How to invite a new teammate

Overview

Admins can invite new users at any time, either one at a time or in batches of up to 150 using a CSV.

Admins can configure user settings after they have been invited. Or for quicker setup, admins can clone a user's settings or use teammate templates when inviting new teammates.

If you have multiple Teams, Company Admins are able to access and invite teammates to any Team, and Team Admins can invite teammates to their specific Team.


Invite new teammates individually

Step 1

Click the gear icon on the top right of Front and into the Company settings tab. Select Teammates under either the Company section or under the team you want to work with. Then click Invite a teammate.

Step 2

Enter your teammate's email address and configure the settings on screen. You can choose to clone their settings from another user, can set them as an admin, and can pin your new user to other teammates' workspaces.

Click Next when finished.

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Step 3

Give your teammate access to whichever team inboxes you wish. New teammates will automatically have access to any public team inboxes.

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Step 4

Choose which team tags, inboxes, and teammates will be shown in the user's left navigational panel by following the steps below to customize their workspace display.

Step 5

Click Invite at the top left to invite your new teammate to Front.

Step 6

Your teammate will then receive an email to complete their setup process. They will need to click the link in the email and walk through the setup prompts.

Note: Be sure that your teammate does not sign up for their own trial on our website, as that will create a brand new company for them, and you will not be able to add the same user to your company. If a user accidentally creates their own trial, please contact us and we will remove their incorrect account.


Invite multiple teammates using a CSV

Step 1

Click the gear icon on the top right of Front and into the Company settings tab. Select Teammates under either the Company section or under the team you want to work with.

Step 2

Click Invite a teammate, and select Bulk Upload in the left menu.

Step 3

You will be prompted to upload a CSV file containing the following information. You can invite up to 150 teammates at once using this method.

  • email: Email address of the teammate you want to invite (required)
  • firstname: First name (optional)
  • lastname: Last name (optional)
  • admin: Enter true or false to indicate whether the teammate should be a company administrator. This input will be ignored if you are cloning from a teammate, as the status of the teammate will be reused. If you are not a company admin yourself, this will be set to N regardless of your input.
  • clonedteammate: Teammate permissions to be cloned (optional). This must match either the email address of the teammate or lowercase template ID (e.g. tea_mj12) of the teammate template you want to clone.

Step 4

Click the + button to upload your CSV file.

Step 5

You will see a summary of all invited teammates. If a field is incorrect, we will display an error message.

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Step 5

Your invited teammates will receive emails to complete their set up. They will need to click the link in the email and walk through the setup prompts.

Note: Be sure that your teammates do not sign up for their own trial on our website, as that will create a brand new company for them, and you will not be able to add the same user to your company. If a user accidentally creates their own trial, please contact us and we will remove their incorrect account.


Customize teammates' workspace displays

You can choose which team tags, inboxes, and teammates will be shown in the user's left navigational panel. This way, your new teammates will already see the tags, inboxes, and teammates they'll be working with when they first log in ๐Ÿ™Œ

You can customize new teammates' workspaces in the invitation flow, or can customize workspaces in a teammate template. At this time, you cannot customize the workspace of an existing teammate.

Step 1

For new teammates

When creating a new teammate, click on Workspace display in the left menu.

For teammate templates

In the Teammates section of your settings, go to Teammate templates and create a new template, or select an existing template. Click on Workspace display in the left menu.

Step 2

Choose which team tags, inboxes, and teammates will be shown in the teammate's left navigational panel by clicking Pin/unpin and selecting items from the dropdown menus.

Step 3

You can arrange the order of tags, inboxes, and teammates by clicking and dragging.

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