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How-to · Hoopla

Add users manually

Add a single user to Hoopla, set their role and team, and see what happens after their invitation email is sent.

KB-005712 steps Last verified

If you are using Salesforce, TalkDesk, Microsoft Dynamics, Toast, Square or NCR/Aloha please refer to the relevant article. Those integrations manage users differently.

Salesforce

TalkDesk

Dynamics

Toast

Square

For any other integration, use the manual management of users below.

  1. In the Configure tab, click Users and Teams in the left nav. Alternatively, click the Users and Teams tile.

  2. Click on Users sub-tab.

  3. Click Add > Single User button option.

  4. Enter the user’s email, first name and last name.

  5. You can optionally flag this user as an admin.

  6. Click Save.

  1. In the Configure tab, click Users and Teams in the left nav. Alternatively, click the Users and Teams tile.

  2. Click on Users sub-tab.

  3. Click Add > Many Users button option.

  4. Add your users in the following format: FirstName LastName <email>, FirstName LastName <email>, etc.

  5. Click Add when you have listed all your users.

  6. Alternatively, you can add multiple users via file upload.

The newly-added users will receive email invitations to join Hoopla.

Confirm that each added user appears in Users and Teams. Newly added users receive an email invitation to join Hoopla.

If users are managed by an integration, use the relevant linked procedure above. Check the email addresses and the format of a multiple-user entry before trying again. Contact support if a user still cannot be added.

Still having trouble?

Email our support team.