ℹ️ This requires Admin or Superadmin rights.
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:
*IMPORTANT:
An email address can only be associated with one Perdoo account. If the user you are trying to add already has their own account, the previous account must be deleted in order to add the same email address with the company account. The user needs to go to Configure > General and click 'To delete your Perdoo account, submit your request here'. It's not possible to merge information from one account into another account. Adding the user will not carry over the information associated with it.
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 Users in the left navigation bar
Select the user by checking the box beside their name
Click on the 3 dot menu on the right
Select Send invitation
Mass invite Reserved users
To invite several Reserved users in one go:
Click on Users in the left navigation bar
Sort by Status
Select all users you'd like to invite into Perdoo
Click on the menu on the top
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:
Head to the Users list
Search for the user you'd like to invite again
Click on the dropdown menu above or the 3-dot menu on the right or the dropdown menu
Select Send invitation
or
Alternatively, if the invitation hasn't expired, you can also click Copy invite link from there and send it to them directly:
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.