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The ultimate WOCAS-Guide

Inviting new users

You did it! It’s almost time to invite all your users to the application.

But first things first! Before you can invite users to WOCAS®, you have to create them in the system. This is possible in the role of Champ+.

To create a new user, go to Administration > Users > New User.

Or, much easier, go to User list and use the Excel upload option:
Click here to see an example for an Excel user table

Important

You must have previously configured the group names entered in the Excel table in Administration under Administration > User > User groups.

Flexible fields

The fields “phone number” and “mobile” can also be used for other content, such as usernames.

To send an invitation e-mail to the users:

  1. Go to Administration > Users > User List.
  2. Filter the list by Invitation status: New.
  3. Check the top left checkbox to select all filtered users.
  4. Click the three staggered dots and click Invite… to create a mass invitation.

In this overview you can also see how many users are still available in your current license package. You can also edit individual users at any time. Deactivation (-) or reactivation (+) is possible via “status”.

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