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. If you are using a CSV, you will need to follow the required format explained below to make sure users are added correctly.

Admins can either configure user settings after they have been invited, or clone a user's settings or use teammate templates for a quicker setup.

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. 


How to add new users one at a time

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 and choose Invite a teammate.

 

Step 2

Enter your teammate's email address and configure the settings on screen, such as if you wish to clone their settings from another user or if they should be an admin in Front.

Step 3

Click Next.

Step 4

Give your teammate access to whichever team inboxes you wish. 

You can also choose which team tags, inboxes, and teammates will be shown in the user's left navigational panel by clicking on Workspace display in the left menu. This way, your new teammates will already see the tags, inboxes, and teammates they'll be working with when they first log in 🙌

After this, you can invite your teammate by clicking Invite at the top left.

Step 5

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

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. If they accidentally did that, you will not be able to add the same user to your company, so please contact us to tell us their email address and we will remove their incorrect account.


How to invite multiple users 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 and click on Bulk Upload in the left side menu.

Step 2

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: This column should be "true" or "false", indicating 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 3

Click the plus button to upload your CSV file.

Step 4

You will see a summary of all invited teammates, as well as potential error messages if a field was incorrect.

Step 5

Your teammate will receive an email to complete their set up. They will click the link in the email and walk through the setup screens.

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. If they accidentally did that, you will not be able to add the same user to your company, so please contact us to tell us their email address and we will remove their incorrect account.

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