RTA Web - New User Invite - Bulk User Creation

Owned by Nathan Schafer
Last updated: Dec 10, 2023 by Kim Dyer
2 min read

RTA’s new user invitation process will give organizations more flexibility when it comes to setting up or inviting new users to the software. This will allow administrators to send individual or group emails out to invite new users and allow them to finish setting up their own accounts.

  1. To invite new users, navigate to the user search screen under the Admin tab in the menu panel

 

  1. Click on the email invite button in the top right of the screen

  1. Fill out the Invite User form

  1. Provide the users email

  2. To enter multiple emails, click the plus button to enter the next email after each email is entered

 

  1. Check the box of which license type they will be assigned

If you have limited user licenses and send a mass invite email, user set up will fail after all licenses are used

  1. Assign their user permission by assigning the facility and user group: Refer to User Groups here

  2. You must enter a subject and message for the email

  3. Click invite

  4. See User Invite Account Set Up here for instructions to set up your account from the email invite you received