How To Manually Add or Invite New Users to Join Your Company's Team Plan on OneTapConnect
** THIS ARTICLE APPLIES EXCLUSIVELY TO THE NEW VERSION OF THE ONETAPCONNECT PLATFORM CURRENTLY IN BETA.
FOR INFORMATION ABOUT THE CURRENT PLATFORM, PLEASE REFER TO THIS ARTICLE.
If you’re new to the OneTapConnect Team Plan, your company will have just one user, and that’s you!
You can add new users by clicking the “+ Add new user(s)” button near the top-right corner of the “Users” page.
This will prompt you to choose from three options:
- Email invitation → invite a user to join your team by email.
- Manually → create a new user profile by inputting the user’s contact information.
- Import from CSV → invite multiple users by email using a comma-separated values file.
To invite multiple users at once using comma-separated values (CSV), upload a simple, text file that lists one user per line in the following format:
FirstName,LastName,email,TeamName
Jane,Doe,janedoe@email.com,Realtors
If you invite a team member by email, you’ll have to wait for them to accept your invitation before they’ll show up as an active user under your “Users” tab.
Invited users who have not accepted your invitation will be listed under the “Invited” tab with their status marked as “Pending.”
By default, all new users will have a user role of “Team member” which gives them limited access to view and edit their information.
If you would like to authorize a user to help you manage your company’s account, you can grant additional privileges under the “User roles” tab on the “Account & billing” page.
Got your team members assembled? Check out our article on how to manage your teams for a quick overview on how to organize your users into groups on OneTapConnect.
If you have previously disabled your users' ability to edit their personal contact information under "User profile settings" on the "Settings" page, you will not be able to invite users by CSV or email without restoring this access first.