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Invite a user to access Essentials

Send an email invite so a user can access your Essentials domain

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Written by Leanne Munt
Updated over a week ago

An administrator of the site can give other users access to their domain.

  • Select Options/Account/Users
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  • From the table select Invite user
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  • Enter the user's first name, last name, email address and the role they will have on the site. Different default permissions will be added to the new user depending on what role is selected.
    Roles available are

    • Admin

    • General

    • Financials

    • Custom - allows you to add permissions from the list
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  • Check the user's details are correct especially the email address then select Invite user.

  • An email will be sent to the new user. They will follow the link sent to their email, set up a password then they will have access to the domain they were invited to.

  • If they do not receive the email with the link

    • Check the invite was sent to the correct email address.

    • Ask the user to check their junk mail for the invite.

    • Resend Verification Email

    • Delete the user and try sending again

  • If they user still does not receive the invite, please contact Ardex Support.


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