Users

You can either add and manage users one by one manually, or you have two other more automated options depending on which plan you are currently on (About the Beekeeper Plan Types).

You can add and manage users via an Excel/CSV upload or through Secure FTP (SFTP).

Watch these short videos to learn more about Users, Groups and options to create and update them.

This video will show you how to:

• Add, edit and invite a user
• Send login instructions
• Suspend a user
• Create a group and assign users to it

Add a new user manually

1. Login to Beekeeper on a desktop computer
2. Click the “speedometer” icon on the right-hand side of the top navigation bar to go to the Dashboard:
   
3. Click the “Users” subtab to the left
4. In the top right corner, click the “+ Add User” button
5. Select “+ Create new user” from the drop-down menu
6. Fill in the user’s information
1. Note: the username is automatically generated. It will not be created if the user's first, middle and last names exceed 32 characters (including spaces).
2. Add the user’s email and mobile number if you have it; this will allow you to send them a login invitation via email or SMS later. Remember that these need to be unique for a single user in the app. Using the same email address or phone number for another user will produce an error. The email address provided for a user cannot be a shared address (eg. team email address) as it is used for authentication purposes in the app. If you need to add also a shared email address for a user, please create a new profile field for it.
3. Please assign the appropriate admin rights for this user, if they are eligible to be either a global or location admin.
7. Click the “Add User” button

Send Login Instructions

You can choose to send invites with login instructions to each user at the time when you create the user, or you can choose to send the invite later. Once you have created/uploaded all your user you also have the option to send Login Instructions in bulk to all users.

Send Login Instruction at the time of creating a single user

If you select “Download instructions” from the pop-up box, the app will produce a PDF file for you to print and provide to the new user with personalized login instructions.  

If you select “Send login instructions” from the pop-up box, the user will receive an email or an SMS (as long as an email or mobile phone number was saved in their profile) with personalized login instructions. You can preview the message by selecting “Preview,” or write your own message in the editing template to the left. 

Continue creating new users

If you select “Create another user” from the pop-up box, you will be given the option to add an additional user into the system.

If you select “Edit user” from the pop-up box, you will be brought to the new user’s full profile where you can fill out more information related to that employee.

If you select “Close” from the pop-up box, you will complete the process and the user list will display again where you can find the recently added employee. Click the “Created” header to sort the list accordingly.

In-App welcome messages

New users will receive a flow of onboarding messages triggered by their first login. These messages guide new users towards taking a series of actions when they first access the app. From experience we know that new users who take these actions are more likely to engage with, and return to the app.

The welcome messages will be sent over the course of three days starting when the new user logs in for the first time and will encourage the new user to:

• Set up a profile picture
• Adjust their notifications
• Send a chat message