Add and Invite Users to Declaree
Need to give a new colleague access to Declaree? You can add users individually or in bulk, and invite them to activate their accounts with just a few clicks.
Option 1: Add a Single User
Step-by-Step: Add One User
Navigate to Configuration → Users.
Select the Add button
Complete the following fields:
Section | Required Fields |
|---|---|
Profile | First Name, Last Name, Email |
Workflow | Submits To, Approves To (if applicable) |
Localization | Language |
ℹ️ Some organizations require additional fields for export or reporting. The fields above are always required.
Click Save
Invite the User ✉️
Return to the Users overview.
Check the box next to the new user.
Click the Invite button at the top.
An email will be sent so they can activate their account and set a password.
Option 2: Add Multiple Users at Once
Step-by-Step: Bulk Upload
Navigate to Configuration → Users → More and click Download to get the Excel overview.
Add or Edit Users in Excel
Add one row per new user.
You can also update existing users.
Required Columns for New Users:
Column | Description |
|---|---|
First Name | User’s first name |
Last Name | User’s last name |
Email Address | Will also be used as username |
Username | Must match email address |
After editing, upload the file again in the same screen.
Your changes will be automatically applied.
Invite Users After Upload
Users added via bulk upload are not invited automatically.
How to Invite Them
Look for Uninvited Users
In the user overview, uninvited users are marked with a yellow exclamation mark (!).
You can also use the filter function to filter by status.
Send the Invitation ✉️
Select the users with the red icon.
Click Invite at the top of the page.
They’ll receive an email with a link to activate their account and choose a password.
✅ The yellow icon will disappear once the invitation is sent.
Pro Tip
📌 Keep your user list clean and current.
Download the user overview every few months to check for inactive accounts or update access rights in bulk.