Inviting a New User
To add a new team member:
Click Invite User from the user management dashboard.
Fill in the required fields:
Name
Email Address
Assigned Role
Optionally, include a personalized message to the invitee.
Send the invitation. The system will email the user with a registration link.
Tracking Invitations
You can monitor the status of invitations in the user list.
Once the user registers, their status will change from Pending to Active.
The system also logs the date when the user creates their account.
Overview:
Edit, delete or resend invitation:
Invite a new user:
Viewing Users
Access a comprehensive list of all users associated with your account. For each user, you can see:
Name: The full name of the user.
Role: The assigned role within the account.
Last Login: The most recent time they accessed the account.
Creation Date: The date the user was added to the account.
Status: Indicates whether the user is active or pending.
Editing User Settings
To make changes to a user’s settings:
Select the user from the list.
Click Edit Settings to update roles or permissions.
Save the changes to apply them.