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Planview Customer Success Center

Inviting New People

You can invite one or several people to be involved in AdaptiveWork, regardless of whether or not invitees are part of your organization. Your organization's Admin user can define whether new users may be added by any internal user, Admin and Super users, or Admin users only, which is done in the Organization, Users, Licenses section of the System Settings.

  • People invited to AdaptiveWork receive an email invitation with links for initial ‘set up and activation’ of their new AdaptiveWork account; a one time only procedure. The invitation is valid for 72 hours.
  • When people are invited to AdaptiveWork by being added as new users they are sent a system-generated email invitation. The invitation is valid for 72 hours. Once an invitee accepts an invitation, their internet browser is redirected to AdaptiveWork Getting Started YouTube video.
  • Accepting invitees who are not part of your organization are issued a 30 day temporary license, and you (the inviter) are notified of the acceptance by email. Your organization's Admin user is notified and can setup the User with licensing and other system settings. 

Inviting People

  1. Select Invite People. The Invite People window opens.
  2. Enter the invitee's email address.
  3. Click Invite. The Invitation Sent message appears confirming the action.

The Invitation Sent message appears, confirming the action. The window's email field clears and another person can be invited. An email is generated and sent to the invitee(s) containing the below message.  Click here for more about invitation email notification.

Inviting Multiple People

  1. Select Invite People. The Invite People window opens.
  2. Click Adanced  and then Import from File. Select a CSV, XLS or XLSX file. 
  3. Alternatively, enter the email address of a user to invite, and press ENTER on the keyboard to add another User.