How to invite a new teammate

Support Program Manager
Helena_Li
updated 2 wk ago

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 also invite guests who have requested invites.

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 Workspaces, Company Admins are able to access and invite teammates to any Workspace, and Workspace Admins can invite teammates to their specific Workspace.

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 Workspace 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 or can set them as an admin.

Click Next when finished.

Step 3

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

Step 4

Choose which shared inboxes will be shown in the user's sidebar by following the steps below to customize their sidebar display.

⚠️ Adding shared tags and teammates to your sidebar is a legacy feature. Front accounts created after Jan 26, 2023 use Views.

Step 5

Click Invite 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 Workspace 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.

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' sidebars

You can choose which shared tags, inboxes, and teammates will be shown in the user's left sidebar. This way, your new teammates will already see the tags, inboxes, and teammates they'll be working with when they first log in. 🙌

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

⚠️ Adding shared tags and teammates to your sidebar is a legacy feature. Front accounts created after Jan 26, 2023 use Views.

Step 1

For new teammates

When creating a new teammate, click Sidebar in the left menu under Inbox access.

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 Sidebar in the left menu.