How To Add or Deactivate Users
How to add a user/microsite
- Go to Users.
- Click + Add new user(s), then select one of the following:
- Email invitation: invite a user to join your team by email.
- Manually: create a new user by inputting that user's contact information.
- Import from CSV: invite multiple users by email using a comma-separated values file.
- Ask invited the user(s) to accept their email invitations and create their accounts to become active users.
- Give physical Smart Accessories to active users so they can activate their own accessories using the OneTapConnect mobile app.
However you elect to add a new user, you will have to wait for them to accept your invitation and create an account before they show up as an active user on your team.
Added users who have not accepted their invitations will be listed on the Invited tab of the Users page.
To purchase additional NFC Smart Accessories for added users, go to the OneTapConnect Smart Accessories Shop.
So long as a user has an active status on the Users page, that user can:
- Download and log in to the OneTapConnect mobile app
- Activate their own NFC Smart Accessories using the OneTapConnect mobile app
- Watch the OneTapConnect Basics training video on the homepage of the mobile app
- Get started using their new OneTapConnect microsite immediately!
By default, all added users will have limited access to view and edit company information on your company's account, but you can grant additional access as needed on the Account & Billing page.
For more information on access levels, see How to manage your users' access levels on OneTapConnect.How to deactivate a user/microsite
- Go to Users.
- Use the checkboxes to select a user/microsite.
- Click Action, then select Deactivate.
- Select a user/microsite to redirect traffic to. This will ensure you do not lose any connections your deactivated users and microsites have made in the past.