Adding Users to a Group

Adding users to your account and groups can be done in two ways.


User registers first:

1) Ask your team member to create their own account on web.snapfix.com/register or via the mobile app.

2) Go to the Group settings using the gear icon and navigate to the User tab.

3) Tap/Click ‘Add users to this group’.

4) Use the email address or phone number that the User registered with to add them to the group.

5) A user gets added as in the default User role. Adjust the role where needed.

6) Repeat step 2-5 for each group the user needs access to.


OR


Invite a user:

1) Go to the Group settings using the gear icon and navigate to the User tab.

2) Tap/Click ‘Add users to this group’.

3) Use the Email address or Phone number that the User should use for their account, to add them to the group.

4) If there is no Snapfix account yet for this email address or phone number, then an invitation is send to the email or phone number.

5) The user receives an email or SMS with the ask to register an account with Snapfix.
NOTE: There is no password or code within the invitation email/SMS, so if they can’t find it that is ok. Their invite is still pending.

6) The user needs to create their own account on web.snapfix.com/register or via the mobile app with the email address or phone number that was used for the invitation.

7) We’ll detect if there is an invitation pending for this email address or phone number and then  automatically add them to the group or groups they were invited into.
They will be set up with the default User role. Adjust the role where needed.


For more information, watch the video below