Add a collaborator

Go to the 'Administration, section Collaborators (/administration/users).

Click the button Add a collaborator (user icon with a plus) at the top right of the page.

Required information

The creation form requires at minimum:

• First name

• Last name

• Username : what the collaborator will enter to sign in — their work email address, a username, or their employee number

The login ID

An account has only one identifier, entered in a single field. It can take three forms, as desired:

• a email address professional — [e-mail] ;

• a username that you create — mdupont ;

• the employee number of the collaborator, as is — ACME-0472.

When the identifier is not an email address, it contains 3 to 50 characters among letters, numbers, periods, hyphens, and underscores, including at least one letter or number.

A unique identifier across all Steeple

The identifier is unique across all of Steeple, not just within your organization. An address or username already assigned elsewhere — including in another organization — is rejected.

This requires the most attention when you use employee numbers as identifiers: a numbering system that is unique in your company is not necessarily unique on Steeple, and a short or purely numeric employee number is very likely to already be taken. Prefix it — ACME-0472 rather than 0472 — and the issue no longer arises.

The identifier can still be changed after creation, from the collaborator's profile, including switching from a username to an email address or vice versa.

Collaborator without an email address

A collaborator who does not have a work email address signs in with a username or their employee number. The form then asks for a 4-digit code, required: this is the only way for them to activate their account. Without a contact email, no invitation is sent to them; you must provide them with their identifier and code yourself.

The complete procedure is described in the article How do I add a collaborator without an email address?.

Additional information

You can also enter:

• Department (selection from existing departments)

• Location (selection from existing locations)

• Job title (job title)

• Phone

• Contact email (Notifications and password reset, if the identifier is not an email address)

• Role : administrator or member (member by default)

• Profile photo

• Access to Communities

Delayed invitation

At the bottom of the form, an option lets you invite the collaborator later. This is useful for coordinating the sending of invitations on a specific date.

Bulk add

To add several collaborators at once, use the Excel file import available from the actions menu on the Collaborators page.

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