Invite your Employees to your Company

The best way to invite your employees and get them up and running quickly is to create your employee’s profile for them:

1. In Employee Register, click on the Invite New Employee button:

2. The Add New User form will display where you can add new users:

   • Option 1 - in bulk (via the bulk email upload/import users option)
   • Option 2 - individually
   • Option 3 - by Creating a CASSA Profile on behalf of your employees

There are 3 options to add employees to the system

Option 1 - Add Users in Bulk

To add users in bulk:

1. Click on the Import Users button to show the Import Register Data form.
2. Click on the Download link to download the spreadsheet.

Download the pre-configured spreadsheet

3. Open the spreadsheet on your computer and you’ll see:

The spreadsheet open on your computer

4. Fill in all fields:

• fname – enter the person’s first name here
• lname – enter the person’s surname here
• email address – enter their email address. Please ensure that the email address is correct as the mail server will blacklist any email addresses that it can’t deliver to.
• password – enter their password here.

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A logical naming convention and security

Though we would recommend instigating an easy-to-use, logical naming convention for your organization, e.g. <punctuation/symbol> as the initial password, it’s important that your users know to change it, and do change it, to something more secure on their first login.

For example, davethomas342!, or debbiestirling921#, is okay for an initial login, but for security reasons, must be changed.

• Invite – select from yes/no in the drop-down field. If you select yes, then the user will be sent their login details once the spreadsheet has been uploaded and processed.

5. Once complete, Save the file to your computer,

Import Spreadsheet

6. Then in CASSA, click on the Choose File button in Select File to Import and upload the completed spreadsheet.
7. Click on Import to import all details and to process the information in the spreadsheet. If you selected to send invitation emails, these will be sent out now.

Option 2 - Add Users Individually

To add users individually:

Add their email address and then click on the + button to add more.

1. Add their email address to the form field, as shown above.
2. Click on the + button to add additional email addresses.
3. When done, click on the Submit button. Each email address added here will be sent an invitation email.

Option 3 - Create a CASSA Profile on behalf of your employees

If you prefer, you have the ability to create a CASSA profile on the behalf of an employee. This is a good way of getting the ball rolling if you're strapped for time or want to get ahead of the 'game' with a project (or similar).

1. Click on the Create a CASSA Profile on behalf of your employees button and the following form will display:

Adding users individually

2. Add their First Name, Last Name, Email address, password and confirmation password.
3. Active and Send Invite Now are selected by default. Deselect them, as required.
4. Click on Save & Close or on Save & add more.

Import Users

If you have a large number of employees to add, then you can save time by bulk importing users via spreadsheet.

1. Click on the Import Users button and the following will display:

Use the import users spreadsheet function when you've a large number of employees to import

2. Follow the instructions, as before.