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:
Select the user from the list
Click Edit Settings
Make the necessary updates
Click Save to apply the changes