Sending an Invitation to a User/Users
- Log in to the Proxy Dashboard.
- Select “All People” from the left menu.
- Click the red "Add People” button at the top right of the page.
- Click "Add People".
- Add the user email on the pop up. You may enter multiple email addresses to invite more than one person. If you would like to import a large group of users, you can do so via CSV. Please see this article for instructions on how to do so.
- Select the Global Group for this person on the pop up. If you haven't yet created any groups, type in a name for the new group in the text box and click the red "+" to create a new group. Please note: a user will not receive an invitation in their Proxy ID app unless they are added to a global group. They must be added to a group to have access.
- Click the red “Add x people globally” button.
How to Resend an Invitation
- Log in to the Proxy Dashboard.
- Select “All People” from the left menu.
- Click the "Pending" tab.
- In the "Status" column, hover over the "Pending" button and the envelope icon will turn red. Click the red envelope to resend invite.
Suspending or Deleting a User
- Log in to the Proxy Dashboard.
- Select “All People” from the left menu.
- Hover over the user and click the arrow icon on the the right side.
- Once on the user's page, click the "..." at the top right of the page.
- Select either "suspend user" or "delete forever".