Each member using Dive is added as a "User". There are two methods for adding users:
- ① Invite by Email: Invite users via email address as their ID. An invitation email is sent to the specified address, and the user completes registration by setting their password (this is the standard method).
- ② Issue an Email-free Account: For staff members in the field who don't have an email address, you can issue an Email-free account using a Login ID + Initial password without email.
① Invite by Email
- Open the User management page from the sidebar, click Add user, and select Invite by email.
- Enter the required information, and when done, click Send invitation email at the bottom.
① Email address
This is used as the user's Login ID. Enter the user's email address. An invitation email will be sent to the entered email address.
② Permissions
Select the user's permissions. For details about permission levels, please see here. Permissions can be changed after the invitation is sent.
Note that you can only assign permissions that are at or below your own permission level (for example, if an Owner is adding a user, they can select up to Owner level; if a Team Administrator is adding a user, they can select up to Team Administrator level).
※ During the trial phase, it is common to set all members as Team Administrators initially to verify all features, then change to permissions that match your actual operations when going live.
③ Group Affiliation
Select the group that the user will belong to. Choose the group you created earlier. Group Affiliation can be changed after the invitation is sent.
④ Name
The name to use for the user. It's recommended to use their real name. The name can be changed after the invitation is sent.
|
The invitation email link is valid for 7 days from when it's sent. If you open a link after the deadline, it will display "The invitation email is no longer valid." In that case, select the user from the User list and click Resend invitation email. The link will be valid for another 7 days from when you resend it. When you resend the email, a new link is created, but the previous invitation email link continues to work. Invitations sent before October 3, 2026 cannot be resent using Resend invitation email. If the deadline has passed, select that person from the User list, click Disable user to cancel the invitation, and then invite them again. If you invite many people at once and reach the email sending limit, the invitations will be registered but the invitation emails will not be sent. This will be displayed on the screen, so after some time has passed, click Resend invitation email to send them.
Reference: Setup flow for invited users
2. When you click "here", the page below will open. When the user sets their password, registration is complete.
|
② Issue an Email-free Account
For staff members without an email address, you can issue an Email-free account. Users log in using a Login ID + password without email.
- Open User management and click Add user
- Switch to Issue email-free account
- Enter name, permissions, and group affiliation (Employee number / Login ID are optional; if left blank, they will be auto-assigned)
- Click Issue
- Distribute the displayed Login ID and Initial password to staff members
※ Owner permissions cannot be assigned to email-free accounts.
If a password is forgotten, an Owner or Team Administrator can reissue it.
Advanced: Set up Groups & Users via Excel Import
When deploying across the entire company with the Enterprise plan or similar, it's more convenient to use Excel import for bulk configuration at the initial stage. After configuring everything via Excel import, it is recommended to make individual changes using the method described above. Here's how to use the Excel import feature.
- Click Bulk change
- Click Download current settings
-
An Excel file like the one below will be downloaded. Enter information into the cells based on your company's organizational setup and save the file. The template consists of three tabs: "User list", "Group hierarchy", and "How to use". The column order in the User list is fixed (read by position) and consists of: Email / Login ID, Name, Permissions, Email-free account, Employee number / ID, Notification email, and Group Affiliation 1 through 10. For Email-free account rows, enter "○" in the "Email-free account" column and leave the Email column blank (for auto-assignment).
● Email address
Enter the email address that will be the Dive account ID. An invitation email will be sent to this email address.● Name
Enter the display name.● Permissions
Enter one of the following: Owner, Team Administrator, Group Administrator, Created user, View-only user, or Guest.● Group Affiliation
Select the group defined in the "Group hierarchy" tab using the full path (e.g. Manufacturing Department / Manufacturing Div. 2).In the "Group hierarchy" tab, if you enter a hierarchical structure starting from 1, the full path will be automatically created in column A.
- Click Select Excel file and select the edited file.
- You can see the Import preview. Verify there are no errors and click Execute import.
- It will show "Processing" and after a short wait, the import results will be reflected in the system. Invitation emails will be sent to invited users. Initial passwords for email-free accounts can be displayed and downloaded on the screen after import.