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Onboarding ZynBit Users

There are several ways to on-board ZynBit users.

Users are invited or created by clicking the Dark Purple ZynBit Admin icon on the lower left side of the screen, and then clicking users.

When the user tab opens, you will have the option to either import a group of users or create an individual user.  These buttons appear on the top right side of the Licensed Users Tab.

If you select the option to import users from a CSV file, a widow will open where you can download the template (step 1), upload a completed template (step 2), and configure the ZynBit welcome email to be sent to your new users if desired (step 3).  If you prefer to send your own invitation emails, leave the checkbox in step 3 blank.   When ready, click Upload and Verify.

If you have a very small number of users to create, you can do this by clicking the Create User button and filling out the information.

 

You can also choose to open the Salesforce Import tab and select ZynBit users from your Salesforce user pool.  Use the How Can I Create Users With Salesforce Import? article for help.