Super Admins and Admins can invite anyone from their organization to Rattle. There are two methods to add users to Rattle:
Inviting members using the Team tab - Manually select users you'd like to add. You can invite a max of 10 users at one time.
Configuring users with the Subscription tab - Set up salesforce conditions to automatically invite users, using the User Object. This method works best for large teams, spanning multiple organizations and roles. This feature only works with a Salesforce integration.
Method 1: Inviting members using the Team tab
Select Team from the main menu on the right
Click on Invite
Find your teammates through Salesforce or Slack/MS Teams. Type their name in the search field and select. Only users added to your Salesforce/Slack will be listed here.
To add multiple users quickly, choose Slack/MS teams and add up to 10 users at a time.
Toggle on the switch to force the user to integrate their own Salesforce instance. By default, this feature is switched off.
If a user does not integrate their own Salesforce instance, any updates this user makes via Rattle notifications will be attributed to the Rattle Super admin.
Assign either an Admin or Member role to the user. Click on the Permissions tab to view and edit user roles. Learn more about user role access here.
Once you click Send Invite, the user will receive an invite on their organization's Slack/MS Teams workspace.
Method 2: Configuring users with the Subscription tab
The Subscription tab on the Rattle web app gives you the full picture of your Rattle plan. This includes contracted seats, your pricing plan, configured users, and the total number of users that are using Rattle. This tab is visible only to Admins/Super admins.
Contracted seats: Total number of seats you have purchased the Rattle subscription for.
Configured users: Salesforce users that should be invited to Rattle. Configured users can be defined using conditions on the User object.
Uncontracted users: Users that are actively using Rattle but are not part of the Configured users list.
Total users: This is the sum of Configured users and Uncontracted users. This number represents the total number of users that are using Rattle.
How to Configure users
You can automate the invite process by setting up conditions to bulk-invite users through your Salesforce instance. Under Total users breakdown > Configured users > Configure. Set up the necessary conditions and click Save settings.
Force users to integrate their own Salesforce instance: This will prompt all your organization users to integrate their own Salesforce instance.
Auto-invite users: All present and future users who meet these conditions will receive a Rattle invite.
Note: This feature only works for Salesforce users.
See also: