Short answer:
Manually add a single employee in Xink via the EMPLOYEES section, or duplicate an existing user to save time.
This method is ideal for small companies or during a trial. It provides a simple way to manually add new employees or pilot users to your Xink account.
How to add a single employee
To manually add a user:
- Go to the EMPLOYEES section.
- Click the Manually add button.
Enter the employee details used in the email signature.
You can customize available fields under Preferences > Fields or remove unnecessary ones.
Note: Email and Display Name are mandatory fields.
How to duplicate an employee
Duplicating an existing employee can save time when adding users with similar details (for example, same department or office).
- Go to EMPLOYEES.
- Search for the employee you want to copy.
- Click the Gear Wheel icon and select Copy.
- Update the new employee's details.
- Click Save.
Always review the copied data to ensure accuracy before saving.
Tips
- Use manual entry for small updates or testing scenarios.
- Use duplication to speed up the onboarding of similar users.
- For larger updates, consider using Excel import instead.
