Inviting Users to Ambition

Since Users need to be invited to Ambition in a variety of ways, we support several flexible methods of inviting Users:

Inviting Directly Upon Adding to Ambition

Inviting Select Users

Inviting All Users

Example of Email Invitation

Inviting Users Upon Adding to Ambition

When manually creating Users, there is an "Invite Upon Creation" checkbox.

When checked, the manually created User will be invited upon Create User being clicked.

When syncing Users from Salesforce, you will see a "Send Invite Email(s)" checkbox.

When checked, the User(s) will be invited upon Sync '#' Users  being clicked. 

Inviting Select Users

You can also invite Users in batches by selecting the specific ones you want to be invited at that time.

1. Open the left navigation and click Administration > People > Users.

2. Click the blue Filters button to slide out the filter panel.

3. Update the "Has Been Invited" filter to No. 

Add additional filtering to the Permission Set, Hierarchy Level, and Selections to drill down to the exact Users you desire to invite.

Example below would filter just uninvited Users within the Atlanta Location.

4. After filtering to the exact group of Users you desire to invite, click the Actions button.

Click on Invite # Inactive Users to send out Ambition Invites.

      -- OR --

Click the Envelope button in line with an individual User.

Users can also be invited from within their settings.

Inviting All Uninvited Users 

When you're ready to launch or have added a new wave of Ambition Users, you can bulk invite all remaining Users.

1. Open the left navigation and click Administration > People > Users.

2. Click the Actions button and select Invite # Inactive Users. 

Email Invitation

Below in an image of the invitation email. Your Organization's name will appear in the blank of the " ______ has invited you to join Ambition..." message.