Onboarding? Your Customer Success Manager will take you through the process of adding and inviting users for the first time in line with your Implementation Plan.
To add and invite users, go to the Overview screen and click Add Users.
Add a Single User
Select Add Single User
Complete the new user form. You'll need to provide:
To create the account:
First Name
Last Name
Work Email
Date of Birth in the format
dd/mm/yyyy
To track increased pension engagement as a result of Bippit access:
Employee pension contribution
Employer pension contribution
Click Add User.
You'll see a prompt asking if you'd like to invite the users now, or wait until later.
Skip to Invite Users
Add Multiple Users
Download and populate .csv template
Select Download .csv template
Populate the .csv with the following data:
To create the account:
First Name
Last Name
Work Email
Date of Birth in the format
yyyy-mm-dd
To track increased pension engagement as a result of Bippit access:
Employee pension contribution
Employer pension contribution
You're ready to upload your file.
Upload multiple users
On the Overview screen, click Add Users and select Upload Multiple Users
Select the .csv file you just produced.
Next, you'll need to map the columns in your file to the fields in the Admin Portal, for example First Name = First Name.
As long as you've used the template, this should be quick and easy. Here's an example of how it should look :
When you're done, click Upload Users.
If there are any errors, Bippit will highlight them here. The most common error is a duplicate email address - in that case, we'll skip the duplicate record.
You'll see a prompt asking if you'd like to invite the users now, or wait until later.
Invite Users
When you send an invite via Admin Portal, we will email a user to tell them how to claim their account.
You can send an invite to a user as soon as you add them by following the on-screen prompt.
Otherwise, to add a user:
On the overview screen, select the check box next to the user(s) you'd like to invite.
Select Invite Selected Users.
