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🧩 Installing Substly's Extension via the built-in invite flow

This article contains a step-by-step guide that explains how to install Substly's browser extension via the built-in invite flow.

Julia Nash avatar
Written by Julia Nash
Updated this week

There are two ways to install the Substly Extension:

  1. Using Substly’s built-in invite flow

  2. Deploying via an MDM system such as Google Workspace, Microsoft Intune, or a similar platform (articles covering this are linked at the bottom).

The built-in installation process through Substly

The built-in installation process in Substly makes it easy for companies that do not manage their employees' computers via an MDM system or through Group Policies in Google Workspace or Microsoft Entra ID to install the browser extension across their users.

By following the steps below, you can send invites and reminders to employees and see the status of those who have activated the extension in their browsers, all within Substly.

Pro Tip: Inform the employees about the invite before sending it for the highest success rate. Here's a template you can use.

Activating the browser extension in your Substly account

  1. On the main menu, navigate to Substly Extension.

  2. Click Activate.

  3. Select Invite Users

  4. Mark the checkboxes to the left to choose which employees to send an invitation to. Once you are done with your selection, click Next.

  5. Look over your options and click Send Invites to send them out.

Pro Tip: Use the filtering and status options above the list to create a view of the users you want and bulk-send invitations.

The invitation email

  1. In the email you received, click on Install Substly Extension.

    extension-invite

  2. Select the browser you use

  3. Install the extension from the web store you have been directed to.

  4. A new tab opens where your email address needs to be verified (Note: It is essential to use the email address to which you received the above email).

    1. Using SSO: If you verify your email address via SSO, no other steps are necessary.

    2. Fill in your work email address (the same address to which you got the email sent) and click Send.

      1. An email is sent to you. Verify your email address by opening the email and clicking Verify Email.

      2. You are now taken to a page that confirms that the extension is installed and working. Done!

See which employees have installed the extension

  1. On the main menu, navigate to Substly Extension.

  2. Select Users & Invites

  3. In the Status column, you can see which employees have or haven't installed the extension.

    Status - Substlys extension

Statuses for Substly Extension Accounts

Not invited: The employee has not yet been invited to install the Substly Extension.

Invite Pending: The employee has been invited to install the extension but hasn't yet activated it.

Tracking: The extension is installed, and usage on the employee’s device is actively monitored.

Tracking Inactive: The user has either logged out of the extension or the extension is still active, but no usage data has been received for at least four weeks.Possible reasons: vacation, parental leave, or not using the device.

Here's a more in-depth article about the Substly Extension statuses

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.

  1. On the main menu, navigate to Substly Extension.

  2. Click Users & Invites

  3. To send a reminder individually, select Actions, then Send Reminder or Send Invite

  4. Alternatively, select the Send Invites button and Mark the checkboxes to choose which employees to send a reminder or invitation to.

  5. You can use the filtering options to filter out the employees with the status Invite pending.

    Getting started with Substlys browser extension

  6. Once you are done with your selection, click Next.

  7. 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.

extension-reminder

Pro Tip: 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.

Articles about deploying the Substly Extension via an MDM system.

Google Workspace

Microsoft Entra/Intune

General Articles about the Substly Extension

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