Manually invite users (My users projects)

Manually invite users

To host a My Users project with your own users, you can choose to Invite Users to Apply to participate in your project (with screener questions) or you can choose to directly Invite Users to Participate (without screener questions).

Follow the steps below to Invite Users to Apply or to Participate in My Users projects.

Manually invite users to apply: my users with screeners
By manually inviting users to apply to your research project, you are inviting them to answer the screening questions set for your project. To do this, your project must be set up with "My Users" and "Screening Required" options.

Manually invite users to apply to your research project (my users with screening questions):
1. On your methinks general dashboard click on the drop-down menu button Recruitment.
2. Select Invite Users to Apply.



3. Click on Invite Users.
4. Add user’s information individually or in bulk.

• To add users individually:
  1. Insert the name and e-mail address of the user.
  
  Note: You can also add a memo about the user for your reference.
  
  
  
  2. Click on Add.
  
  
  
• To bulk import users:
  1. Click on Bulk import using template.
  2. Drag and drop a file to the selected area or click on Browse to upload template. If the latter is selected, click on Open.
  
  
  
  All imported user’s details will be available under the To be invited section.
  
  
  
  To delete a user:
  1. Click on the trash can icon.
  
  
  
  

5. Click on Confirm.

Note: Once you click Confirm, the user will receive an email invitation from methinks to apply for your project. 

Pro tip: Check your users' applications on the Recruitment / Applications page.  

• To view a user’s status, check the Status column.
  
  
  
  1. Click on the I (Information) icon to learn more about the status descriptions. 
  
  
  
  

Manually invite users to participate: my users without screeners
With this option you are directly inviting your users to participate in your project, bypassing the screening step. 

Manually invite users to participate:
1. On your methinks general dashboard click on the drop-down menu button Participants.
2. Select Invite Users to Participate.



3. Click on Invite users.
4. Add participant’s information individually or in bulk.

• To add users individually:
  1. Insert the name and e-mail address of the user.
  
  
  
  Note: You can also add a memo about the user for your reference.
  
  2. Click on Add.
  
  

• To bulk import users:
  1. Click on Bulk import using template.
  2. Drag and drop a file to the selected area or click on Browse to upload template. If the latter is selected, click on Open.
  
  
  
  All imported user's details will be available under the section To be invited.
  
  
  
  To delete a user:
  1. Click on the trash can icon.
  
  
  

5. Click on confirm. 

Note: Once you click Confirm, the user will receive an email invitation from methinks to participate in your project. 

Pro tip: By clicking on the drop-down menu button Participants > Participants you can find all users who have accepted the invitation to participate in your project.  

• To view a user’s status:
  Option 1: Check the Status column.
  
  
  
  1. Click on the I (Information) icon to learn more about the status descriptions. 
  
  
  
  Option 2:
  1. Click on Participants.
  2. Check the user’s status by looking at their profile summary. 

• The Waiting for Confirmation tag means that the user has not yet confirmed their participation.
  
  
  
  
• If a tag Waiting for Confirmation is not spotted, this means that the user has already confirmed their participation and is ready to start participating in your project and performing tasks.

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Participants status