How to add collaborators?
There are 4 ways to add users to your Shyfter account:
The registration form link - which is unique - is available in Settings under the Registration Form tab. Recipients of the registration form can fill in their personal information. The users are listed under users pending validation in the Team menu and must be validated by the account administrator. Once validated, these users will be added to the list of users.
In the Team menu, add a new collaborator. Manually enter your collaborators' information and save.
In the Team menu, add a new collaborator. In the second tab, add the email addresses of your new collaborators. They will automatically receive an (individual) form where they can enter all their information.
Forms that are still pending completion are listed in the Team menu under the Pending Registrations submenu.
You can resend the form by clicking the small button at the end of the line:
Invitations disappear from the list once the user has completed the form.
In the Team menu, add a new collaborator. In the third tab, you can upload an Excel document containing your collaborators' email addresses. They will automatically receive an (individual) form where they can enter all their information.
Forms that are still pending completion are listed in the Team menu under the “Pending Registrations” submenu. Invitations disappear from the list once the users have completed the form.
1. The registration form - if enabled:
The registration form link - which is unique - is available in Settings under the Registration Form tab. Recipients of the registration form can fill in their personal information. The users are listed under users pending validation in the Team menu and must be validated by the account administrator. Once validated, these users will be added to the list of users.
2. Manual addition of a collaborator:
In the Team menu, add a new collaborator. Manually enter your collaborators' information and save.
3. The invitation form:
In the Team menu, add a new collaborator. In the second tab, add the email addresses of your new collaborators. They will automatically receive an (individual) form where they can enter all their information.
Forms that are still pending completion are listed in the Team menu under the Pending Registrations submenu.
You can resend the form by clicking the small button at the end of the line:
Invitations disappear from the list once the user has completed the form.
4. Import of email addresses followed by the invitation form:
In the Team menu, add a new collaborator. In the third tab, you can upload an Excel document containing your collaborators' email addresses. They will automatically receive an (individual) form where they can enter all their information.
Forms that are still pending completion are listed in the Team menu under the “Pending Registrations” submenu. Invitations disappear from the list once the users have completed the form.
Updated on: 02/07/2024
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