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Rather than use the EASE system Apperian platform to invite users to download the App Catalog, an organization may choose to send their own invitations to a group of preregistered users. The procedure includes two main steps:.

Add the Users to

EASE
  • Send Invitations to the Users
     
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    Add the Users to EASE

    Apperian

    You can add multiple users

    to EASE

    at once by importing a CSV (Comma Separated Values) file that provides the necessary information about the users.

    To add multiple users to EASE:

  • Decide whether you will set a password for each user or whether they will set their own password when they activate their account.
     
  • Create a CSV file to list each user you wish to add. You can manually create this file or export it from Microsoft Outlook or Active Directory.  For instructions, see Create a CSV File to Import

    For instructions, see Import Multiple Users

     Import the CSV file to add the users. For instructions, see Import Multiple Users.
    Info

    Be sure to clear

    the

    the Send invitation email to each user

    check

     check box on the Import Users page

    ; if you do not clear that check box, EASE

    . Otherwise, Apperian will automatically send invitations to all the users that you add.

    Send Invitations to the Users

    After you add the users

    to EASE

    , you need to send them email invitations with instructions for activating their accounts and downloading the App Catalog.

    To send invitations to your users:

    1. Create the invitation email message in your email client of choice.
       
      The message must include a link for downloading the App Catalog. You can view this link on the Settings page and copy and paste it into your email. For instructions, see View the App Catalog Download URL.
    If you want users to set their own passwords, the
    1. The email must also include the following link to the Reset Password page so users can set their passwords:
       
      https://ease.apperian.com/index.php/forgotpassword
       
      For an example message, view the default message sent by
    EASE in
    1. Apperian in Edit the User Invitation.
       
    2. Send the email to all the users. Your list of email addresses should match the email addresses listed in
    the
    1. the Email
    column
    1.  column of the CSV file.


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