Sending a Dream™ Invite

After getting set up with your Super Admin account you can start inviting your team to Dream™ straight away.

Steps

1. Navigate to the user menu

2. Click Settings.

   

3. From the settings menu click the User Management tab from the available options.

   

4. From here click Invite User

   

5. Fill out the required information

   1. Full Name
   2. Role
   3. Email

6. Click Send Invite

   

Sending Bulk Invites

For larger teams, we have you covered with bulk invites.

Steps

1. From the User Management tab, click Bulk Invite

   

2. From the popup you can add users by clicking Add User

3. For users who prefer a CSV upload, they can click Download CSV Template

   1. Click Upload CSV File
      

4. Fill out the required information

5. Click Send Invites

   

Checking the status of an Invite

After an invite is sent, the invite will be shown in the invite table with an associated Status.

1. Invite Sent is the initial status for all invites

2. Active status for users who have successfully logged in from the invite

3. Revoked status for invites that have been revoked by an admin through the actions menu. Revoked invites can no longer be used to login to Dream™.