How to Add Users On A Business, Pro or Enterprise Plan

 

Registered users are the people that will be interacting with boards on Business, Pro and Enterprise plans as board creators, board contributors or both!

User registration settings can be found on [companyname].kudoboard.com/admin/site-settings. 

The most common ways to register users are:  

1. With self-registration enabled:

      • Users can register when they are invited to add to a board. When they add a post they will be prompted to register if they are new users. 
      • Users can register simply by going to your site and creating an account.
      • If you use SSO on your enterprise plan, users can register themselves when they login through SSO.

2. Invite users via email to register themselves on your plan: 

You can invite a single user or multiple users to your plan via email by going to the users page on your admin panel ([companyname].kudoboard.com/admin/users) and selecting Invite Users. 

Upload a spreadsheet of the users you'd like to invite. Current users may be included on the spreadsheet, and will not be reinvited to register. Only new users will receive the invitation email. 

3. You can also invite folks to register via an invite link:

On your users page via your admin panel ([companyname].kudoboard.com/admin/users), click Invite / Update user(s), then Invite new users. Here, you can navigate to the Invite Link tab to copy an invite link that you can add in a slack channel, MS Teams channel, email, etc that people can click to join your plan.



In general:

  • Creating a board and allowing contributors to self-register is typically the easiest way to invite users to your site. 
  • If there are a subset of users whom you want to make admins or who will help you create/manage Kudoboards, it may be easiest to add directly through the admin panel. 
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