Bulk Adding New Users to Engagio
Engagio has made it super easy for you to add others from your organization by building out a simple feature that lets you add any users that already exist in Salesforce.
To access, go to https://app.engagio.com/o/ad/u
Once there, click the Import Salesforce Users button
You should now see a list of all users in your Salesforce instance.
You can select all or you can use the filters at the top to search by username, name, email, role, profile type, title, and department.
Once you have selected the users you'd like added to Engagio, choose whether you'd like to notify them with a Welcome email and click the Import button on the top left.
Voila! You have now added users to Engagio and given them access to all the great insights and tools we provide.