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Inviting people to sign in


Automated email to invite a specific user

Once a survey has been run and there are results to share, it is possible to trigger an invitation email to a Culture Amp user, prompting them to set a password and sign in to the system. This would usually be done once access to reports has been set up.

When making users an Account Administrator or System Administrator, then this invite step is not required. They are already emailed with details of how to set up a password.

If you've run a survey before and people have already set a password and signed in, they don't need to be invited again. They'll just see the new survey appear on their Surveys page in the system.

If you have Single Sign-On (SSO) configured, people don't need to set a password at all! They'll still want an email or communication letting them know the reports are ready.

To invite a single user

  1. click Administration button
  2. locate the user in the list, or use the Search box to type part of the person's name or email address
  3. hover over the user's row to display the Invite link
  4. click Invite link
  5. click Invite button to confirm

The person will receive an email, like the one below:

The email text cannot be changed.

To invite users in bulk

We recommend that if you need to invite several people to sign in, instead create your own email giving them more details about your reports, what to do next, and where to get help. We have an email template to assist:

Example communication

Hi everyone,
The results from our recent survey are now available for you to review. Overall there are some interesting themes: List any themes here that you'd like to call out.
This should be anything that you particularly want your managers to take note of in their own reports. You have been given access to view results for your area.
To get started you'll need to configure your password. Please provide your email address on the following page to setup your access: Set my password
Once you've set up your password for the first time, you can sign in to Culture Amp using the Sign In link on Culture Amp's website: www.cultureamp.com.
If you have any questions, please contact us.

Click here to find out how to assign the role of account administrator (power users that can make changes to the account, add/remove users, create surveys, and view all results). Click here to find out how to assign the role of survey administrator (create and modify particular surveys).

 



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