Invite users to join your Compono organisation

As a user with an Owner or Admin role permission, you can invite others to join your organisation. The role that you can assign to the invited user(s), will depend on your own role. View the role permissions page for more details.

If you are using Compono Engage to create Engage Campaigns, it is strongly recommended that you first define your organisation structure so that you can assign the appropriate attributes (e.g. job title, division, and office location) to utilise as user demographic filters when analysing your Engage reports.

In this article:

Summary of options to add users to your organisation
What happens after inviting users?
Add a single user
Quick add multiple users
Import multiple users using a CSV file

Summary of options to add users to your organisation

Compono offers 3 different ways to add users to your organisation.

Add a single user with the option of fully assigning all demographic information
- Most useful when adding individuals to your organisation after it has already been set up with most of your user base.
Quick add multiple users by supplying their email address only
- Most useful when demographic information is not important, e.g. you are using Compono Hire only.
- All users are given the same product access and role permissions
- This is limited to 25 users at a time.
Import multiple users using a CSV file (only available if subscribed to Compono Engage)
- Most useful when initially setting up your organisation and you have many users to add
- All users are given access to Engage with the BASE role permission.
- You can specify full demographic information for each user
- This is limited to 500 users at a time.

Note: If you are at your user limit when inviting a new person, you will see a pop up that blocks you from inviting them. If this happens you will need to contact your account manager or email customersuccess@compono.com to increase your user limit.

All three options to add users are available from the Users page under People from the left side navigation menu as shown in the below image.

What happens after inviting users?

The invited user will receive an email letting them know you have invited them to join your organisation on Compono. On this email will be a link to take them to sign up.
Until the user signs up, they will be listed on your users list as status = "Pending". While the user is pending, you can cancel or resend their invitation.
After the user has signed up, they will be listed on your users list as status = "Active". From there you can edit their role details or deactivate them at any time.

Note: If inviting users with the role Recruitment Manager, Hiring Manager, or Reviewer to Compono Hire, be sure to add them to a hiring team so they can view and manage the jobs in the team based on their role. Otherwise they will not be able to do anything in Hire.

Add a single user

To invite an individual to your Compono organisation:

Click the “Add a user” button. The "Add a user" window will appear (see image below).
Enter the email address, first name and last name of the person you want to invite.
Optionally add Employment information.
- These attributes must first be defined in your organisation structure.
- If you choose not to specify any employment information, the default "placeholder" values will be assigned to your user as shown in the different fields.
Under "Product Access", select the product and role you want this individual to have.
When you are happy, click the “Send invite” button.

Quick add multiple users

This option does not attribute any employment information up front. Instead, placeholder or default values are used. Each user is given the same product access and role permissions that you select in step 3 below.

To quickly add multiple users (up to 25):

Click on the "Quick add user/s" button
In the email address field, enter up to 25 email addresses separated with a comma
Under "Product Access", select the product and role you want each user to have.
When you are happy, click the “Send invite” button.

Import multiple users using a CSV file

This option is only available with a subscription to Compono Engage. All imported users are granted the BASE role permission to Compono Engage, and are automatically assigned employment information as defined in the CSV file. All employment information provided in the CSV file must match exactly the information defined under your organisation structure.

To import multiple users (up to 500 at a time), watch this video, or follow the below steps:

Click on the "Import users" button.
Carefully read the instructions that follow to create a CSV file.
- Take note that the first column in the CSV template is Last Name and the second column is First Name.
- DO NOT delete the header row that is provided in the template.
Upload your user data
- Compono will check your file and alert you to any issues that it detects. The errors are often due to typos or differences in spelling between the CSV file and the information defined under your organisation structure.
- You can choose to ignore the errors and click on "Import anyway", or click on "Back" to fix the errors and reupload the file.
- Prior to importing, Compono will give you a preview of how many users will be added and how many will be ignored (due to errors).
The import will proceed in the background. Once complete, you will be emailed a notification with a summary of the imported users.

Video: Import multiple users using a CSV file

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