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invite new users to Cronycle for market intelligence collaboration

How to invite teams for market intelligence collaboration

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Cronycle’s market intelligence and curation platform is made for collaboration – to discover and filter information, extract and share insights. Large amounts of team members can easily be invited to join.

Collaboration in Cronycle

There are several reasons to invite your team to do market intelligence and curation in Cronycle, such as:

  • Sharing the load when monitoring news on common topics, including pooling sources and sharing the information workflow
  • Structuring market research as a team – read the case study on how Taylor & Francis collaborates on research
  • Delivering strategic content to product and sales teams, or decision makers in a safe space where they can engage

Cronycle users with an Enterprise plan and admin rights can onboard one or several users.

In all cases, right after you invite someone, an email invitation is sent with a unique link. Clicking that link guides the invited person to create an account within your organization. Note that Cronycle accounts created independently cannot be attached to an organization after creation.

How to invite team members to join on your market intelligence

There are three options for admins to invite new users to their organization:

  • Invite from a board – see this other tutorial
  • Quick entry from the admin console
  • Import CSV file from the admin console

Quick entry from the admin console for few users

When you need to invite one or a few new users, the easiest is quick entry. To access it, go to the “Users” page, and click on “Invite users”. A form appears with several steps:

1- Email

Enter the email address of the person you want to invite (compulsory). You can also add their first and last names (optional). You can add any number of lines below the first displayed by default to invite several persons. However, only group together users who will need access to the same feeds and boards initially.

Window in Cronycle to invite new users to Cronycle to do market intelligence in collaboration

2- Access

In the second step, define the role you want for this set of new users. You have two options:

  • Subscriber – this is the most limited access. Subscribers can only be added to boards (as subscribers) where they can read, search, filter, comment, vote on content, and take part in Crystal discussions.
  • Curator – this is the intermediate access level. Curators can create and join feeds and boards, modify them, add and modify content, extract and share insights. Curators can be made admins to manage users and configuration.

Below, you can add feeds and boards you personally have access to (for curators), or boards with the option to share to subscribers enabled (for subscribers). This is important to successfully onboard new curators for your market intelligence or content curation collaboration, mostly to avoid an intimidating empty account. It is also critical for subscribers who would be disappointed by an empty account where they cannot do anything. Ff you change the role, you need to list feeds, boards or shared boards again.

Second step to select role for curator or subscriber and list boards and feeds to collaborate on for content curation or market intelligence

3- Send

The last step is a quick recap and the possibility to send the invite(s). You can go back to the other steps to review at any point.

recap step to send the invites to onboard a team for market intelligence

Once you press “Send invites”, an email is sent to each new user you listed. Such pending accounts show as “pending invite” in the list of users. Once the users have created their account (ie clicked on the link in the email, added a password and connected), the status will change to active with the name of the role. Remember to refresh the page to see the status updated.

Import CSV to invite a whole team to your market intelligence

If you already have a list or sheet with the users you want to add, or have many to add at once, the best is to prepare and upload a CSV file. To start, go to the “Users” page, and click on “Invite users”. From there, click on the blue text “Add many at once”.

Option to add many at once with CSV accessed from the window to invite new users to Cronycle

This loads another dialog with the possibility to chose between the two roles:

  • Subscriber – this is the most limited access. Subscribers can only be added to boards (as subscribers) where they can read, search, filter, comment, vote on content, and take part in Crystal discussions.
  • Curator – this is the intermediate access level. Curators can create and join feeds and boards, modify them, add and modify content, extract and share insights. Curators can be made admins to manage users and configuration.

Make sure to be have the right option selected (grey button) before you continue. For each of the two roles, the CSV file is structured slightly differently. The guidance below the drop zone adapts to the role you select above.

Here is the same set of instructions with a little bit more details:

Invite a team of curators to do market intelligence or content curation collaboration

Invite teams to curate or do market intelligence with importing a list of curators in CSV format
1st column – email (compulsory)

The title of this first column must be precisely email. Not e-mail or any other variant. Also, it is critical that it is the first column in the table. This is actually the only compulsory column. In the rows below the title, add one email address per row. Do not add several email addresses or other characters in the cells.

2nd column – first_name

The second column is optional and should contain the first names of team members to curate or do market intelligence with. They will also be able to add their name when they create their account and modify later on from their profile. Again, the title needs to be precisely first_name. And the column needs to be in second position. If you do not want to add any first name, do not add this column in your table or leave it empty.

3rd column – last_name

The third column is also optional and should contain the invited curators’ last names (surnames). Like the first name, this can be added and modified later on by the invited users. Again, the title of the column needs to be precisely last_name. And the column needs to be in third position. If you do not want to add any last name, do not add this column in your table or leave it empty.

4th column – feeds

Use this column to add new curators as contributors to feeds. This is optional but highly recommended, to avoid intimidating empty accounts. This time, the title needs to be precisely feeds. List feed(s) you have access to (those you own or contribute to), using their exact title(s), separated by comas. Feeds with comas in their title cannot be added. To change the title of a feed, simply go to the feed, open the feed settings panel and click on edit by the title on the right panel. If you do not want to add any feed, do not add this column in your table or leave it empty.

5th column – boards

Use this column to add new curators as contributors to boards, for real market intelligence collaboration on insights extraction. This is optional and also highly recommended, for the same reason as feeds, and to make sure content curation or market intelligence happens in collaboration. This time, the title needs to be precisely boards. List the board(s) using their exact title(s), separated by comas. Boards with comas in their title cannot be added (you will get error messages). To change the title of a board, go to the board settings and change the board title. If you do not want to add any board, do not add this column in your table or leave it empty.

Any other column is ignored. Here is an example:

example of a table to prepare a CSV file for curators

Invite subscribers to engage with your insights

Invite subscribers to engage with your insights by importing a list of subscribers in CSV format
1st column – email (compulsory)

The title of this first column must be precisely email. Not e-mail or any other variant. Also, it is critical that it is the first column in the table. This is actually the only compulsory column. In the rows below the title, add one email address per row. Do not add several email addresses or other characters in the cells.

2nd column – first_name

The second column is optional and should contain the first names of users you want to invite as subscribers. They will also be able to add their name when they create their account and modify later on from their profile. Again, the title needs to be precisely first_name. And the column needs to be in second position. If you do not want to add any first name, do not add this column in your table or leave it empty.

3rd column – last_name

The third column is also optional and should contain the invited subscribers’ last names (surnames). Like the first name, this can be added and modified later on by the invited users. Again, the title of the column needs to be precisely last_name. And the column needs to be in third position. If you do not want to add any last name, do not add this column in your table or leave it empty.

4th column – shared_boards

Use this column to add new users as subscribers to boards enabled. This is optional but highly recommended. This time, the title needs to be precisely shared_boards. List the enabled board(s) using their exact title(s), separated by comas.

You can list any board enabled, across your entire organization, even if you do not personally have access to it. You can see the list of shared boards by clicking on the button right below the advice on formatting the CSV. To enable a board, go to the board, click on the users avatars near the top right, then on the Subscribers tab. Once there, switch on the option to “Share board to subscribers”. This will make the board available in the list, and you’ll be able to add subscribers to it. Learn more about board subscription from this dedicated post.

Note that boards with comas in their title cannot be added (you will get error messages). To change the title of a board, go to the board settings and change the board title. If you do not want to add any board, do not add this column in your table.

Any other column is ignored. Here is an example:

example of a table to prepare a CSV file for subscribers

Note on UTF encoding

We use Unicode, a standard method for representing a great variety of characters from many languages across the world. Alas, there are two versions, UTF-7 and UTF-8. We support UTF-8, which is the most common of the two and recommended for security reasons. To switch your file to UTF-8, please read the CSV section on our blog post written for adding contacts for newsletters.

With all this information, you are ready to invite teams for your market intelligence collaboration!

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