iAuditor is better with a team. To add team members to your  account you must first add them as users. Users can be added  at any point during  your subscription, including the trial. When you add a user, your subscription fee adjusts and the user will be billed pro rata for the remainder of the billing cycle. At renewal, you will pay for the total number of active users on your account.

Learn via video

Add users from the web

  1. Go to your organization tab on the left sidebar
  2. Click on the “Users” sub-menu along the top
  3. Select the “Add Users” button on the far right.
  4. Enter in the users’ email address, first name, and last name.
  5. To add multiple users at once, click the “Add another user” link, additional rows will be added.
  6. Click the “Add users” button at the bottom of the page.
  7. An email will be sent to your user inviting them to join your organisation.

Upload user list from CSV (Excel)

  1. Go to your organization tab on the left sidebar
  2. Click on the “Users” sub-menu along the top
  3. Select the “Add users” button in the top right
  4. The user menu will display
  5. Click the “Upload CSV” option in the top right
  6. A pop-up displays with instructions on the CSV upload process
  7. If you’re unsure of how to structure the .CSV upload, download the sample file. Leave row 1 as is, and replace the test data with your own user data
  8. Drag or browse for your .CSV file to upload
  9. If successful, your user list will populate with names and emails displayed
  10. Select to “Set passwords for users” or “Allow users to set their own passwords”
  11. Browse the list to confirm all of your users show
  12. Confirm by selecting the “Add users” button

Add users via invite link

  1. Go to your organization tab on the left sidebar
  2. Click on the “Users” sub-menu along the top
  3. In the upper right, select the “Invite link” button
  4. A pop-up displays with a unique link that can be copied to your clipboard
  5. Copy/paste the link into an email, chat, or text message
  6. When your teammate receives the link, they can launch it
  7. A web page displays with a confirmation where they input their email, set their password, and activate their account

Set a passwords for users

  1. Go to your organization tab on the left sidebar
  2. Click on the “Users” sub-menu along the top
  3. Select the “Add users” button in the top right
  4. The user menu will display
  5. After adding users, toggle on the “Set password for users” option
  6. Decide between two options: “Don’t notify users” or “Send users an email with password instructions”
  7. Choose the password, and “Add users”
IMPORTANT NOTE

If you select the “Don’t notify users” option, the system will not send a password instructions email, and you will need to communicate to your users separately.