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SKIP AHEAD TO: How to Invite Users via Salesforce How to Bulk Upload Users via XLSX File Upload How to Bulk Upload Users to Teams via XLSX File Upload |
Learn how to invite Users to Spekit. Ensure you are logging in before continuing. Only Team Admins and Account Admins have the ability to Invite Users.
There are currently four ways to invite Users to Spekit.
How to Invite Users via Salesforce
Prerequisite: The Spekit instance must be connected to a Salesforce instance to pull in active Salesforce accounts.
Note: The Salesforce connection may need to be resynced to display all active accounts.
Salesforce-enabled Users:
1.) Open the Spekit Web App.
2.) Click Settings. If Settings is not an option, reach out to your Spekit Administrator.
3.) On the next screen should be Manage Teams & Users. In the section labeled ‘Invite Salesforce Users’ click on Invite synced Salesforce users.
4.) Select the users to invite by:
- Filtering for the user based on Salesforce Profile fields then selecting the radio button to the left of the user’s name.
- Searching for the user and then selecting the radio button to the left of the user’s name.
- Select the radio button at the top of the user list to select all users in the list.
5.) Click the blue button labeled Add User.
6.) The next prompt will require that you select the following. The settings selected will apply to all accounts:
- Team assignment: Select at least one Team. Information about how to create Teams. Note: All users will be added to the All Spekit Users Team.
- Team Specific Role: Select from the options Viewer, Expert, and Team Admin roles.
7.) When finished select Add User.You will see a confirmation message in the bottom-left corner of the screen.
How to Manually Invite Users
Inviting Users via Email:
1.) Open the Spekit Web App.
2.) Click Settings. If Settings is not an option, reach out to your Spekit Administrator.
3.) On the next screen will be the Teams & Users tab. In the Invitations section, click on Invite users by email.
4.) Enter the following information for each user:
- Full Name
- Username: Must be lowercase with no special characters
- Select the Team: Select at least one team. Information about how to create Teams
- Select the Team Role: Select from the options Viewer, Expert, and Team Admin roles
Note: All users will be added to the All Spekit Users Team.
5.) When finished select Invite users.
How to Bulk Upload Users via XLSX File Upload
Invite users in bulk by uploading an XLSX file into Spekit.
1.) Open the Spekit Web App.
2.) Click Settings. If Settings is not an option, reach out to your Spekit Administrator.
3.) On the next screen should be Manage Teams & Users. In the section labeled Invite users by Email click on Invite users with .XLSX upload.
4.) Download the XLSX template.
Note: Open the file using an .XLSX tool such as Microsoft Excel, Google Spreadsheets, or the iOS Numbers app.
5.) File in the required fields on the template.
- Under Role for ‘All Spekit Users’ Team, we recommend assigning users as either: Viewer, Expert, or Team Admin.
- If left empty, the User will automatically be assigned as a Viewer.
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If you’d like to invite users to specific Teams, enter a role for them under the column for the Team you’d like to invite them to. If the cell is left empty, they won’t be invited to that Team.
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You won’t be able to invite users to the Spekit Account Admins Team at this point, but you will be able to once they’ve accepted their invitation.
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6.) Save the .XLSX file.
7.) Click the Upload .XLSX file button.
8.) Once the file has been uploaded, you can decide to send invitation emails at that time or later on. Sending invitations later will allow you to provision Users and add them to teams before rolling out Spekit.
9.) Click Invite Users.
How to Bulk Upload Users to Teams via XLSX File Upload
Bulk upload users to teams by uploading an XLSX file into Spekit.
1.) Open the Spekit Web App.
2.) Click Settings. If Settings is not an option, reach out to your Spekit Administrator.
3.) Click Admin Tools.
4.) Click Bulk Upload.
5.) Click on Download .XLSX File.
NOTE: Open the file using an .XLSX tool such as Microsoft Excel, Google Spreadsheets, or the iOS Numbers app.
6.) File in the required fields on the template.
7.) For bulk uploading users to specific Teams, enter a role for them under the column for the Team you’d like to invite them to. If the cell is left empty, they won’t be invited to that Team.
- We recommend assigning users as either: Viewer, Expert, or Team Admin. If left empty, the User will automatically be assigned as a Viewer.
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You won’t be able to invite users to the Spekit Account Admins Team at this point, but you will be able to once they’ve accepted their invitation.
8.) Save the .XLSX file.
9.) Click the Upload .XLSX file button.
10.) Once the file has been uploaded, you can decide to send invitation emails at that time or later on. Sending invitations later will allow you to provision Users and add them to teams before rolling out Spekit.
11.) Click Invite Users.
How to Invite Users via SSO (Single Sign-On)
Click here to learn more about setting up SSO (Single Sign-On), and how to invite Users through SSO.
Invitation Email Cadence
When new users are invited to join Spekit, they will receive a series of email invitations to encourage them to create an account. These invitations are sent out on a specific cadence to ensure that they are seen and acted upon.
Emails are sent on a 1-2-4-7-12-25-day cadence until the user accepts the invite.
Each email invitation link will expire once the subsequent email is sent. This means that the user will need to click on the new link in order to accept the invitation.