How to Invite users?
The user's invitation is different for companies admin and other users:
ADMINISTRATOR
To add a user with the company administrator, go to "Users"
Click "Users":
Here you can manage the users:
To add a new user, click "Add User"
Enter First Name, Last Name, Email and Phone Number:
Select the user role:
Enter their job title and select the business unit:
Click "Add" to save the user:
The user is created:
The user will receive an email like this:
Once the user follows the link, the platform will ask to setup the password:
Once the user setup the password, and login for the first time, it will appear as active:
OTHER USERS
A user that don't have the admin role, cannot add users. It need to invite them. To do that click "Invite user":
Enter First Name, Last Name and email. Click "Invite"
Because the user that invited is not the admin, the user must be approved by the administrator.
The approval process is explained here: How to validate User Invitations?
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