Once you have set up your organization in Lattice, it is time to invite your company! To do this, start by navigating to the "People Section" on the Admin page. A list of created users can be seen here under the "Created" tab.
You can invite individual employees or your entire organization at once. Some admins may prefer to give access to individual employees earlier than others. The choice is yours!
Inviting Early Access Users
- If you have already imported your organization by uploading a CSV, your employees can be accessed under the "Created" tab. To invite one of them, simply click the ellipses next to the user’s name then select “Send Invite.”
- Can’t find the employee’s email? Click “+InviteMembers” then enter the user's email address.
Inviting Your Entire Company
To invite your entire company to all at once, click "Invite All Users" at the top of the page.
Please note: After your company has completed your Lattice implementation, created users will automatically be invited to Lattice. You will not need to complete this extra step. If you have any questions about this, please reach out to our customer care team.
Importing Employees to Lattice
Click on the links below to learn more about your options for importing your organization's members to the system (with step-by-step instructions):