How can I invite a user to my account?
Last updated
Last updated
To invite a user, follow the below steps:
Step 1: Login using your Email and Password.
Step 2: Go to your profile and select User Management on the My Dashboard page.
Step 3: Click on Invite New User.
Step 4: Enter the user's email you want to invite and give permissions according to your requirements. If you choose All Permissions, the user will act as the account owner, and you can also select Choose Permissions to give specific permissions to the user. After choosing, click on Send Invite.
Step 5: Once you send the invite successfully, it will appear in Pending Invites.
Step 6: At the user's end, they will receive the Accept Invite link in their email; once the user clicks on the link, they will get two options: Register and Login.
Step 7: The user can login with the credentials if they already have an account. Otherwise, they have to register and create a new account. Once they register or login, they can access the account.
Step 8: You can also manage users and they will appear in your User Management section.