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How to invite users to Shapes

Written by Ben Feldman
Updated over 4 months ago

There are 3 ways that an employee can be invited to Shapes:

1. When you add them to the platform

2. Through their profile

3. Bulk invites

Adding an employee to the platform

When you add an employee to Shapes, you can send them a link to the platform. They will receive an email and have access to Shapes as an employee.

Employee profile

If an employee has already been added to the platform, but not invited, you can invite them through their employee profile.

Enter their profile, and click on the 3 dots in the left pane. Select "Invite Employee" - this will open a pop-up where you can determine their permission level.

Bulk invites

To invite multiple users at once, you can use our bulk invites feature. To choose who you'd like to receive the invites:

Enter the people directory and check the relevant employees. You can use filters to specify the right employees. You can then click "invite employees."

All employees who haven't received an invite previously, or are not terminated, will be on the list to receive an invite. They will all get the permission levels that you choose.

If you have any questions, feel free to reach out to support@shapes.co

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