Add Read Only Users

As a Valkre Admin, you have the ability to add users, both those who have Valkre access and those that do not.  Why add non-Valkre users in the first place? Having a strategic account plan takes more than just one person to make the process effective. It takes a team.

Adding them as a non-Valkre user allows you to add those team members to your strategic plan without losing a seat license and/or having a new training session. It allows the SAM/KAM to capture the broader team. 

As the team grows, you also may need to add Valkre users to the platform as well. 

STEP 1: Click on the Vikings next to your name on the top right of the screen. It will take you to your User Network. Click on the +Add Users.

STEP 2:  When adding the new users, simply paste in their EMAIL, FIRST NAME, LAST NAME from an Excel template. You can also type them in, if preferred.

Below is an example of a mass upload from Excel document. Once organized in this order (Email/First Name/Last Name), you can copy and paste.

Below is the mass uploaded result once pasted from the Excel file.

STEP 3: Select their Role from the drop-down menu.  Roles within Valkre are established in the Settings screen ahead of your site being 'live'. If you need to add or edit any Roles, please click HERE for the Roles tutorial.

STEP 4: If you're not ready to officially give this group access, be sure to UNCHECK the Authorize Access and Send Password Email check boxes: 

Be sure to Uncheck the 'Authorize Access' and the 'Send Password Email' boxes. You can always invite them to your Valkre system at a later time if you wish. You can now click +ADD # USERS.

For how to Add Users, please visit this link HERE