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How to Add New Users to a Group Upon Sign-Up
How to Add New Users to a Group Upon Sign-Up

Learn how to add a new user to a group after signing-up.

Lauren avatar
Written by Lauren
Updated over a week ago

Users can be automatically added to a Group if they sign-up through a special link sent to them by the program Administrator. This link is generated by Administrators and can be sent either from PostBeyond or from your own email account. Any users who sign-up with the provided link will be automatically added to the Group associated with the link.

Quick Overview:

  • Create Groups in platform

  • Generate unique Group invite URLs

  • Email users by Group from outside of the platform with their respective group invite URL

  • Users self-register and they are in the correct groups

Pros:

  • Easy for users to self-register.

  • Users grouped in Team Management page once registered.

Cons:

  • Admin cannot track who has received the group invite link. 

Step 1: Go to your 'Team' page and click 'Invite via Group Link'

Here you will find a list of the groups that have already had sign-up URLs created for them. If the group you would like to invite users to is already on this list, please skip ahead to Step 5.

Step 2: Click 'Add'

Step 3: Select the group that you would like to invite and click 'Add'

Step 4: Copy the URL next to the group you would like to invite users to and add that to any email sent to those users.

Please note that the group the users are invited will be their Home Group if the Home Group toggle is on.

Any users who sign-up using this link will be automatically added to the Group associated with this link.

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Have questions? Contact us support@postbeyond.com

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