Overview
Inviting new users to Collective OS is essential for expanding your organization’s capabilities and fostering collaboration. This guide provides step-by-step instructions for Admins to send first-time invitations, ensuring a smooth onboarding process for new members.
Step-by-Step Guide
Step 1: Accessing User Management
Log into your Collective OS Admin account.
Navigate to the User Management section to oversee user access and manage profiles.
Step 2: Initiating the Invitation Process
In the User Management module, click on the Add User button to open the invitation interface.
Step 3: Entering User Information
Fill in the required fields: first name, last name, email address, and username.
Ensure all details are accurate to prevent issues with the invitation delivery.
Step 4: Sending the Invitation
After reviewing the entered information, click Save.
The system will send an email invitation to the new user, including a link for account setup.
Inform the new user to check their inbox and spam/junk folder to avoid delays.
Key Points
Email Verification: Ensure the invitation email is received and acted upon promptly. If not, verify the details and resend the invitation.
Account Activation: The invitation link may expire, so encourage timely account setup to prevent access issues.
Role and Access: Assign the correct role to ensure users have appropriate access and permissions within Collective OS.