Articles in this section

Invite people to your team

Avatar
Courtney Yazzie
  • Updated

You have introduced 15Five to your team, and are ready to get everyone invited. There are a few things you should know before adding your team. Invites will expire after 30 days. If the invite expires, you will need to reactivate the user from the 'Manage people' section of 15Five. Invites will be sent immediately, and cannot be delayed for a later rollout date. After a user is invited, you will be unable to edit their profile temporarily. Maybe you added the wrong reviewer, due day, or misspelled their name; you can update these fields after the invite is accepted.  

15Five will not charge for invited/new users until the invite is accepted and the user becomes active. Billing for the new user(s) is prorated based on activated date and the time left in your current subscription period. 

Success Center article 🗒: Employees: the basics of 15Five 

Success Center article 🗒: Use 'Start date' to delay new user invite(s)

Video 🎥: Product/feature videos

Invite from 'Manage people' (easiest for inviting a few people)

1. Click on your avatar or profile picture in the upper right corner.

Screen_Shot_2018-07-22_at_11.19.36_PM.png

2. Select 'Manage people'.

Screen_Shot_2018-07-23_at_11.41.07_AM.png

3. Click 'Invite people' at the upper right of your page.

Screen_Shot_2018-07-23_at_11.41.36_AM.png

4. Set up a new user profile by filling in fields on 'Add new person' screen. The only required fields are first name, last name, and email.

Screen_Shot_2020-01-24_at_1.21.42_PM.png

TIP 💡: If you would like to add users today, but have the invites to 15Five sent on a later day, use the 'Start date' field. Add today or any future date here and that date will tell 15Five when to invite the person(s). You can leave this field blank if you want the invite to go out immediately and those people can sign into 15Five right away. For more information on start dates, see this article. 

See these articles regarding permissions, specifically Account admin and Billing admin permissions.

NOTE ✏️: If you receive a notice that says "User with this email already exists", that means the user's email is in the system already and they need to be reactivated or assigned to your team.

 

Invite from 'Team 15Fives' (easiest for managers to add to their own team)

1. Click on the tab '15Fives'.

Screen_Shot_2018-07-23_at_11.43.36_AM.png

2. Select 'Team 15Fives'.

Screen_Shot_2018-07-23_at_11.43.50_AM.png

3. Scroll down to 'Add Teammates' section and add the email address to invite.  

Screen_Shot_2018-07-23_at_11.44.08_AM.png

If a user is already in the system, but is assigned to another Reviewer, you will need to contact your administrators to have them switched over to you.

 

Bulk import people (easiest for group of initial invites)

CSV import file must include email address. All other fields are optional. If you are hoping to have your whole team imported and added to groups in the same step, you will need to create a group first.

Success Center article 🗒: Bulk import or update users

NOTE ✏️: Bulk imports are not available for SCIM customers.

1. Click on your avatar or profile picture at the top right.

Screen_Shot_2018-07-22_at_11.19.36_PM.png

2. Select 'Manage people'.

Screen_Shot_2018-07-23_at_11.41.07_AM.png

3. Select 'Import' on your left hand side navigation.

Screen_Shot_2018-07-23_at_11.46.49_AM.png

You can also click the dropdown arrow next to 'Invite people' and you will see an 'Import from CSV option'.

Screen_Shot_2018-07-23_at_1.06.29_PM.png

4. Select 'Choose file' and find the file on your computer. Then import.  

Screen_Shot_2018-07-23_at_1.07.08_PM.png

Report 📊: Download a CSV of your current users

TIP 💡: If you would like the invite to be sent out today, leave the 'start date' field blank. Leaving the field blank will trigger an invite immediately. 
NOTE ✏️: We have created a new workflow for customers using SCIM. By default when SCIM is enabled, we have removed all invite and reactivate/deactivate options from the 'Manage people' page. When you want a user to have access to 15Five you just need to add them to the 15Five app in Okta or your IdP and their profile will be active very shortly after; the same goes for reactivating and deactivating.  Then, those users will click on the 15Five app in Okta or their IdP and successfully be able to login to 15Five without needing additional login credentials. 

 

 

Related articles