Inviting a New User is the quickest way to give access to the Site. You can use the permission sets that we have predefined, add them to the appropriate Teams and our platform will generate an email where they can continue to complete the creation of their account.
To see what each Permission set allows a User to do please see here.
Invite and Add Options are now available within the Pending User App Only, this can be found in the apps launchpad by clicking on the icon in the top right of the pop out. This will change your workspace view of apps to the setting view where you will see the 'Pending Users' app.
Invite and Add Options will not appear in the 'User Settings' App – this may be changed in a subsequent release however.
Once in the Pending Users app, you can invite a user by clicking on the actions menu in the top right highlighted above. This Pop Up modal allows you to invite multiple users to a set of Teams that appears in the left box. While in the right box you can select their permissions from a group of pre-set options for different levels of users.
Finally, add an email address for each account that you would like to create. Each email address must be on its own line and must be a unique email address for the Site. Then click the invite button to send them out.
This will send out the invitation to the Users straight away.
- If not used reminders are sent every Monday for 4wks after the 1st
- During this resend period only the most recent email link is valid
- If still unused by the 4th resend, the link in this final email stays valid for 100days
- After this point a manual resending of the invite email would be required