The built-in installation process through Substly
The built-in installation process in Substly makes it easy for companies that are not currently managing their employees' computers through Group Policies in Google Workspace or Microsoft Entra ID to install the browser extension across their organization,
By following the steps below, you can send invites and reminders to employees and see the status of who has activated the extension in their browsers, all within Substly.
Activating the browser extension in your Substly account
On the main menu, navigate to Substly Extension.
Click Activate.
Select Invite Users
Mark the checkboxes to the left to choose which employees to send an invitation to. Once you are done with your selection, click Next.
Look over your options and click Send Invites to send them out.
Use the filtering and status options above the list and bulk-send invitations.
The invitation email
In the email you received, click on Install Substly Extension.
Select the browser you use
Install the extension from the web store you have been directed to.
A new tab opens where must either verify your work email.
Option 1 is verifying your work email via SSO. If you verify via SSO, no other steps are required
Option 2 includes filling out your work email address (the same address as you got the email sent to). Add your email address and click Send.
An email is sent to you. Verify your email address by opening up the email and clicking Verify Email.
You are now taken to a page that confirms that the extension is installed and working. Done!
See which employees have installed the extension
On the main menu, navigate to Substly Extension.
Select Users & Invites
In the Status column, you can see which employees have or haven't installed the extension.
Statuses for Substly Extension Accounts
Not invited: This status indicates that the account has not yet been sent an invitation to use the Substly extension.
Invite Pending: This status is assigned when an account has been invited to use the Substly extension but has not yet activated or started using it.
Tracking: Indicate that the account has installed the extension and is actively using it.
Tracking Inactive: Applied when the account has either signed out of the extension or hasn’t used it for an extended period.
Sending reminders or inviting more employees
Sending reminder emails works the same way as sending invites. Filtering options quicken the process and let you bulk-send invitations and reminders.
On the main menu, navigate to Substly Extension.
Click Users & Invites
To send a reminder individually, select Actions
, then Send Reminder or Send InviteAlternatively, select the Send Invites button and Mark the checkboxes to choose which employees to send a reminder or invitation to.
You can use the filtering options to filter out the employees with the status Invite pending.
Once you are done with your selection, click Next.
Look over your options and click Send Invites to send them out.
The reminder email below will be sent out. It is similar to, but not the same, as the first invitation email sent to the employee.
You can send reminders at the same time as you invite new employees. Just mark the checkboxes to the employees you want to inform about the extension. They would get a reminder email if they received an email invite earlier. If not, they get an invitation email instead.