Adding New Users to Podium

Sending Email & Text Invitations

You may have already added users to your account during account setup. However, you can add additional users to Podium at any time using email or text invitations. That way users can create an account, enter their info, and immediately begin using Podium on their own.

When you invite a user by email or text, you’ll need to enter their email address or mobile phone number, assign them a role, and assign them to at least one location.

Attention: Anyone with the “Manage Users” permission can send an email or text invitation. 

To send an email or text invitation:

  1. Click the settings (gear) icon and select Users.
  2. Click Invite Users.
  3. Enter an email or mobile phone number for one or more users. If youre adding multiple users, separate email addresses or phone numbers with either a comma or a space. 
  4. Select a role for the users. (If youre inviting more than 7 people at one time, youll be prompted to review the invitations before sending. This gives you a chance to select specific roles and locations for individuals as necessary.) 
  5. Assign the users to at least one location.
  6. Click Send invitation(s).

Creating & Sending a Shareable Link

You can also add users to Podium by creating a unique sign-up URL and sending it to new employees or staff. You might want to use this option if you dont want to send email or text invitations. Initially all users will be added with the team member role and will be assigned to all locations. However, you can change these settings after they’ve created an account.  

Attention: Only account owners can create and send shareable links. 
  1. Click the settings (gear) icon and select Invitation Link.
  2. Turn on invitation links.
  3. Choose which type of email address users must have to create an account. 
  4. Click Save.

To send a shareable link:

  1. Click the settings (gear) icon and select Users.
  2. Click Invite Users.
  3. Click Copy Link.
  4. Paste the link into any email or messaging system you use and send the message.

Adding Users Using a CSV File

You can add a large number of employees at once by uploading a spreadsheet (CSV file) that includes info for each individual.

  1. Click the settings (gear) icon and select Users.
  2. In the top-right corner, click the More options menu and select Bulk upload users.
  3. Download and fill out the CSV template. (To see how the CSV file needs to be formatted, please refer to CSV File Requirements.)
  4. When your CSV file is ready, click Next.
  5. Choose the CSV file you want to upload.
  6. When the upload is complete, we’ll send an email about the file’s status. Enter the email address where you’d like to receive this information. 
  7. You can choose to send a welcome email to the new users. (If you choose not to send the email, it can’t be sent later.)
  8. Click Upload.

CSV File Requirements

Make sure your CSV file follows these formatting requirements or it may not upload correctly.

Column Formatting Requirements
First Name User’s first name only.
Last Name User’s last name only.
Email User’s email. Emails must be unique to each user. Duplicates or already existing emails will not be uploaded.
Mobile Number (optional) User’s mobile number. Mobile numbers must be unique to each user. Numbers aren’t visible to customers but can be used to receive a sign-in code if the user forgets their password.
Role Assign a user role according to the level of access you’d like the person to have.
Location IDs The location ID is used to assign users to specific locations. If a user needs to be assigned to several locations, separate each location IDs with a comma.