Ensure you have the Administrator role to perform these actions. Follow the steps below to invite a user using one of the two available methods.
1. Access the User Invitation Page
Login: Sign in to the platform as an administrator.
Navigate to the User Page: From the side menu, click on Users, then select Invite a User, or click on the + button to access the invitation page.
2. Choose the Invitation Method
Method 1: Email-Based Invitation
Description: Send an email invitation to the user. They will receive a link to create their account and set a password, giving them full autonomy over their account, including password resets.
Required Information:
Email Address (mandatory)
First Name (mandatory)
Last Name (mandatory)
Method 2: Non-Email-Based Invitation
Description: For users without a professional email address. The administrator creates a username and password for the user and provides these credentials for account access.
Required Information:
Username (mandatory)
Password (mandatory)
First Name (mandatory)
Last Name (mandatory)
Contact Email Address (optional; used for notifications if provided).
3. Fill in Additional Information
For both methods, you can optionally complete the following fields:
Date of Birth
Phone Prefix
Phone Number
Address
Custom Fields
Portal Language
User Role
Account Expiration Date
Groups to assign the user to
Filters to assign to the user
4. Finalize the Invitation
Email-Based Method: Click the button to send the email invitation. The user will receive an email to set up their account.
Non-Email-Based Method: Provide the username and password directly to the user.
For further questions or assistance, contact support at support@dokeos.com