How to invite someone to participate in a CoffeePals program

Overview

Adding users to CoffeePals involves two main steps:

Adding users to an Audience (a Slack channel, Microsoft Teams team, or via other invite methods).
Ensuring they’re included in programs that use that Audience.

An Audience in CoffeePals is a group of people you want to include in a program. You can create an Audience in multiple ways:

- By defining a Slack channel or a Microsoft Teams team where the CoffeePals app is installed.
- By inviting users via email.
- By uploading a CSV file with user emails.
- By integrating with your HRIS to sync users automatically.

Once users are part of the Audience, they’ll be included in all programs that use that Audience.

Step 1: Add Users to an Audience

You can add users to an Audience using any of the following methods:

Via Microsoft Teams

Create or identify a Microsoft Teams team that you’ll use with CoffeePals.
Add the CoffeePals app to that team (if it’s not already added).
Open the team, go to “Apps” in the team settings, and search for “CoffeePals” to add it.
Add users to the Microsoft Teams team by:

Clicking "Add member"

Sharing a link to the team using "Get link to team"



Once users are part of the team, they’re automatically included in the CoffeePals Audience for that team and any associated programs.

Via Slack

Create or identify a Slack channel where you want to use CoffeePals.
Add the CoffeePals app to that Slack channel if it hasn’t been added yet.
Go to the channel, type /invite CoffeePals to add the app.
Add users to the Slack channel by:

Typing /invite and clicking "Invite someone to this channel"

Right-clicking the channel name and selecting Copy → Link to share the channel



Once users are added to the channel, they will automatically be part of the CoffeePals Audience for that channel and any associated programs.

Via Email Invite

You can invite individual users by entering their email address in the CoffeePals dashboard. They will receive an email prompting them to join and sync their Teams or Slack account.


Via CSV Upload

If you have many users to invite, you can upload a CSV or XLS file containing their email addresses. Each user will receive an email invitation to join and connect their Slack or Teams account.

Via HRIS Integration

For automatic user management, integrate CoffeePals with your HRIS. Users added through this method will also receive an email asking them to connect their Slack or Teams account.

Account Syncing After Email-Based Invites

When users are invited via email (whether individually, via CSV, or through HRIS), they’ll be prompted to:

Install the CoffeePals app for Slack or Microsoft Teams.
Sync their account by verifying their email.
- If their Slack/Teams email is different from the one used in the invite, they’ll be directed to a page to sync accounts using a verification code sent to the CoffeePals bot.

Step 2: Users Are Added to Programs

Once users are part of an Audience, they’ll automatically be included in any CoffeePals programs that use that Audience. This ensures seamless participation based on group membership.

Note: To add or remove users from a program, simply update the members in the associated Slack channel, Teams team, or upload a new CSV/update the HRIS sync.

Need Help?

If you have questions or encounter issues while setting up your Audience, feel free to reach out to our support team for assistance.

Updated on: 05/05/2025