Add and invite users to MultiLine

Learn how to add a single user and send an invitation that they use to activate their MultiLine service.

Overview

A MultiLine administrator is responsible for adding users to the Management Portal and sending the users MultiLine invitations. MultiLine invitations give them the required information they need to activate MultiLine. 

You can add users directly in the portal, or you can upload multiple users at once using a CSV file. You can also add users and invite them to MultiLine immediately or save the information to invite them at a later time. If you add users without inviting them, you'll need to use the Resend Invite feature to send them invitations in the future. 

Before you Start

• An admin must have "Accounts" Privilege in their Role in the organization to do these instructions.  See What Admin Privileges are in Management Portal?.
• If you would like to customize the email invitation, you should do this prior to this step.
• If your users need custom permissions, you should create those prior to this step. 
• Sending an invitation requires there to be an Available or Reserved number to be assigned to the user account. 

Send a Single User Invitation

You can add and invite users to MultiLine from the Accounts screen in the Management Portal. 

1. Go to the Accounts tab, and then click Add Account.

   

2. Fill out the fields:

1. Enter the First Name and Last Name.
2. Enter the Email or Device # that the invitation will be sent to. 
3. Optional: Click the Assign Number link.
   Note: If you do not assign a number, end-users will have the option of to select from a short list of available numbers during MultiLine activation. 
4. Choose a number or tag from the drop-down menu. (Example above: "PORTED")
5. Select the User Permissions to which to assign this number. (Example above: "default cos for org 2000")
6. Select toggles for any Features to apply to this user account. Note: You will only see toggles for features enabled for your organization. 
7. You can add the user and invite them to use MultiLine immediately, or add the user and send the invitation to use MultiLine at a later time. 
   • Select Save to add the user without sending the user an invitation to use the application. Note: You will use the "Resend Invitation" process when ready to invite the user to MultiLine. 
   • Select Save & Invite to add the user and send the user the invitation to begin using MultiLine.
     

Learn how to add and invite a batch of users to MultiLine using the batch CSV upload.

Overview

A MultiLine administrator is responsible for adding users to the Management Portal and sending the users MultiLine invitations. MultiLine invitations give them the required information they need to activate MultiLine.

You can add a single user account, or you can upload multiple users at once using a CSV file. You can also add users and invite them to MultiLine immediately or save the information to invite them at a later time. 

Before you Start

• An admin must have "Accounts" Privilege in their Role in the organization to do these instructions.  See What Admin Privileges are in Management Portal?.
• You can add up to 1000 accounts at once by uploading a CSV file using this procedure.
• If you would like to customize the email invitation, you should do this prior to inviting users.
• If your users need custom permissions, you should create those prior to this step. 
• Sending an invitation requires there to be an Available or Reserved number to be assigned to the user account. 

Add and Invite users with the Batch CSV 

You can add and invite users using the Batch CSV from the Accounts screen. 

1. Go to the Accounts tab, and then click Add Account.

   

2. Select the Multiple Accounts tab and download the .CSV template from the instructions.
3. Edit the .CSV template in your editor of choice. 
   1. Fill out the details. See "Table of CSV values" below for more information.
   2. Delete the "Note" with instructions.
4. Return to the Multiple Accounts screen. 
5. Select from the Choose Organization drop-down, the organization for this upload.
6. Select from the User Permissions drop-down, the User Permissions group for this upload. See Create user permissions for more information. 
7. Select the Upload button and then select your CSV file. 
8. You can import and invite users to begin using MultiLine immediately, or import them and send their invitation to use MultiLine at a later time. 
   1. Select Import to add the users without sending them invitations to use MultiLine. Note: You will use the "Resend Invitation" process when ready to invite the users to MultiLine. 
   2. Select Import & Invite to add the users and send their invitations to begin using MultiLine.
9. Progress on the import will be displayed in a window, and when completed you can download the Batch Operations Report CSV file.
   0% Uploaded: batch operation in progress 100% uploaded: link displayed for downloading CSV file 

   Once your batch of users has completed uploading, a record is created in Batch Operation Reports, and if configured, designated administrators will receive a notification and summary of the report. See also Batch Operation Reports.

Table of CSV values