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How do you invite new users to your account

Inviting users is depending on your overall account settings - ask your CS for more clarity if needed.

Henrik Lund avatar
Written by Henrik Lund
Updated over a week ago

Inviting a New User

To add a new team member to your account:

Click "Invite User"
From the User Management dashboard, click the Invite User button.

Fill in the Required Fields:

  • Name

  • Email Address

  • Assigned Role

You can also include an optional personalized message with the invitation.

Send the Invitation
The system will send an email to the user with a registration link.


Tracking Invitations

  • View the status of invitations directly in the User List.

  • Once a user registers, their status will change from Pending to Active.

  • The system also logs the account creation date for each user.


Managing Invitations

  • Edit: Update the details of a pending invitation.

  • Delete: Remove the invitation if no longer needed.

  • Resend: Send the invitation again if the user hasn’t received it.


Viewing Users

Access a complete list of all users associated with your account. For each user, you can view:

  • Name: Full name of the user

  • Role: Their assigned role

  • Last Login: The most recent time they accessed the account

  • Creation Date: When the user was added

  • Status: Indicates whether the user is Active or Pending


Editing User Settings

To make changes to a user’s role or permissions:

  1. Select the user from the list

  2. Click Edit Settings

  3. Make the necessary updates

  4. Click Save to apply the changes

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