How do you invite new users to your account

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

Updated on: 19/08/2025