As an Admin or Team Lead, adding new users to ZERO is quick and easy. Here's how to do it:
1. Click on the gear icon in the upper right corner of the screen and select "Manage Members":
2. Select the "Invite Members" button.
3. From here, there are 3 options for getting people into ZERO:
- Invite people via email
- Create or import users
- Share a signup link
Option A: Invite people via email and allow them to self create their user profile. All you need to do is simply enter the email(s) address(es), select a role, select a team, & click "Send Invitations":
Option B: Create or import users. Here you are actually creating the user's profile from top to bottom, as well as setting a password for the user. You can do this by clicking on "+ Create members" from the invite members window (see screenshot below).
On the "Create Members" screen, complete the fields based on your requirement to onboard multiple members at once. Use "+ Add" to add more lines for member information. When complete, select "Create".
You can also use the "Create Members" screen to import users with a spreadsheet.
If you click on "Import Users", you will be taken to a screen where you will be prompted to download an Excel template. Please use this template to add your user information.
When you're done, re-upload the completed spreadsheet to ZERO and select "Create". ZERO will process your new users (please note: could take up to 15 minutes to complete processing for larger lists).
Option C: Share a signup link. This is a faster way to allow users to self-register for ZERO without having to manually enter in a long list of email addresses. Just click on "share signup link" option in the Invite Members window, then copy the link or download the QR code. With this information, anyone will be able to self register into a specified team in ZERO!
