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Inviting a new user

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Bytimothy A
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Overview: 

Inviting a new user allows you to add a person to your system by sending them an invitation to create an account. This helps expand your team and provide appropriate access based on assigned roles and permissions.

Follow these steps to invite a new user: 
Step 1: On your dashboard, hover over the user dropdown menu in the top-right corner.
Step 1: On your dashboard, hover over the user dropdown menu in the top-right corner.

Step 2: From the dropdown menu, click “Settings” to navigate to the Settings page.

Step 2: From the dropdown menu, click “Settings” to navigate to the Settings page.

Step 3: You will then be navigated to the Settings page. Click on Users / Partners / Affiliates

Step 3: You will then be navigated to the Settings page. Click on Users / Partners / Affiliates

Step 4: Click on the + Add Button to invite a new user.

Step 4: Click on the + Add Button to invite a new user.

Step 5: A pop-up will appear. Enter the email address of the user you want to add, select the user role, and then click the Send Invite button.

Step 5: A pop-up will appear. Enter the email address of the user you want to add, select the user role, then click the Send Invite button.

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