Inviting Users

Inviting users adds people to your 5Mins account so they can start learning. You can invite people one at a time or in bulk by CSV. This article covers both methods, the fields you can set, and what happens after an invite is sent.

help-video-7713706

🎬 Watch this as a short narrated video

Steps shown in this video

  1. Open People & Teams → People, then choose Invite people

  2. Fill in their name and company email

  3. The email is where their invitation is sent

  4. Optional: team, role, region, manager, a Start Date to schedule the invite, and an Employee Number

  5. Add more people on the same screen, then click Invite: they'll show as Invited until they register. If a user hasn't received their email invite, you can resend it by going to Admin → People, finding the user in the list, and clicking the option to resend their invitation.

Where to Invite People

Go to Admin → People. From the quick actions you'll find:

  • Invite people — add a new person individually.

  • Bulk invite / Update people by CSV — add or update many people at once from a spreadsheet.

Invite a Single Person

  1. Go to Admin → People and choose Invite people.

  2. Fill in the person's details:

    • First name (required)

    • Last name (required)

    • Company email (required)

    • Team — assign them to a team

    • Role — their job role

    • Start Date — a future date will schedule the invite

    • Region

    • Reports To — search for and select their manager, so they appear in that manager's My Team page

    • Employee Number

  3. You can add more people on the same screen before sending.

  4. Send the invites.

Some fields may be marked required depending on your account's automation rules.

Bulk Invite by CSV

To add or update many people at once, choose Bulk invite / Update people by CSV and upload a spreadsheet. The file must include these required columns:

first_name,last_name,work_email

You can also include optional columns:

  • team_name — the team to add the person to

  • role

  • reports_to — the manager's work email

  • region

  • start_date

  • status

  • employee_number

After uploading, you can review the rows before confirming. Any manager referenced in reports_to must already exist in 5Mins or be included in the same upload.

What Happens After an Invite

Invited people receive an email invitation to join your 5Mins account. Until they accept, they show as Invited in the People list.

From a pending person's three-dot menu you can resend the invitation, remove it, or edit their profile. Editing lets you correct any field, including their email; changing the email cancels the existing invite and sends a new one to the new address.

For the full details of editing invited and registered users, see Editing a User's Profile: https://help.5mins.ai/articles/<new-editing-users-article>

Once they accept and register, their status updates to Registered and they can start learning.

Related

To set up reporting lines, see Set Up Managers and Direct Reports. To organise people into groups, see Teams.