If you are using Salesforce, TalkDesk, Microsoft Dynamics, Toast, Square or NCR/Aloha please refer to the relevant article. Those integrations manage users differently.
For any other integration, use the manual management of users below.
Add a Single User
- In the Configure tab, click Users and Teams in the left nav. Alternatively, click the Users and Teams tile.
- Click on Users sub-tab.
- Click Add > Single User button option.
- Enter the user's email, first name and last name.
- You can optionally flag this user as an admin.
- Click Save.
Add Multiple Users
- In the Configure tab, click Users and Teams in the left nav. Alternatively, click the Users and Teams tile.
- Click on Users sub-tab.
- Click Add > Many Users button option.
- Add your users in the following format: FirstName LastName <email>, FirstName LastName <email>, etc.
- Click Add when you have listed all your users.
- Alternatively, you can add multiple users via file upload .
The newly-added users will receive email invitations to join Hoopla.