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.
Softools Legacy - Inviting Users
Click on the COG icon in the top right of the screen and access the Settings area.
From the screen with the list of Users, open the User features menu in the top right of the screen and select Invite.
This will open a pane in the right of the screen with all the stages required to invite a new user.
The first stage is to set the User permissions. Permissions are the actions that the User is able to perform. This could be permission to add a new record, add a new user or edit applications. For details on which permissions these quick permission sets include click here. To select permission sets hold 'Ctr' + click on the permission set to add or remove the selection.
Next select the Teams that the User will be a member of. Again to select the Teams hold 'Ctrl' + click on the team to add or remove the selection. This Team selection can determine the Apps and records that the User has access to.
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. Click on the tick icon at the top right of the pane to confirm the invited Users and this will generate invitation emails to the new Users.
The number of successful invitations will display at the top of the pane. It will also list any Users who were not invited with the reason why so you can correct the details.
For instructions on how the Users can then complete the creation of their account, direct them to our support article on Verifying Your Softools Account.
Softools - Inviting Users
Invite and Add Option 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 on User App – this may be changed in a subsequent release
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 preset option 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.