There will be times when you want to add users into Perdoo, but not invite them yet. This is especially the case when you're first setting up your Perdoo account, or when you're setting new employees up for onboarding.
💡 Pro tip: Invited/Reserved users will not get email notifications when they are assigned a Lead (to an Objective, Key Result, or Initiative) or added to a Team.
Add a user without inviting them
To add a user without inviting them, simply change the Send invite option to No:
The user will then be added but their Status will show as Reserved:
Send invitation to Reserved user
Every time you see a user with Reserved status, it means they haven't activated their account yet. If you're ready to ask them to join Perdoo:
Click on Configure
Select the Users tab
Search for the user you're ready to invite
Click on the menu on the right
Select Send invitation
Mass invite Reserved users
To invite several Reserved users in one go:
Click on Configure
Select the Users tab
Sort by Status
Select all users you'd like to invite into Perdoo
Click on the menu on the top right
Select Send Invitation
* NOTE: Reserved users count as an active licenses.
Resend invitation link
If you've already invited a user and they haven't activated their account, you can resend the invitation by
Go to Configure
Select the Users tab
Select the user by checking the box beside their name
Click on the menu on the top right
Select Send Invitation
Need a hand?
Contact our friendly Support team via the in-app chat at the bottom-right of your screen, or email support@perdoo.com.