How to invite users to join an account

Modified on Thu, 23 Nov 2023 at 07:56 PM

Inviting team members to your account


There are two ways to invite members to your account. You can do both from the "Account Management" panel in the upper left corner of the screen as below: 




Click on the "Invite User" option located in the panel. 



 

Click on the "Invite User" option located in the upper right of your screen as below:


In the invitation section, you can invite members by clicking "Copy" beside the link and sending it directly to your team members or by typing their email addresses into the field below. 



If you choose the second option, then you're finished, click "Invite Colleague" and your new team members will receive an email invitation. Once they click "Accept Invitation", they will be redirected to your account, where they can create a profile and get started! 


Help! My team member hasn't received the invite

The first thing we would recommend is to ask your team member to check their spam folder. If it is not in the spam, try to resend the invite by following the instructions above.


Note: Regular users cannot deactivate other users. Only administrators have that privilege. Ensure that you're aware of the role and privileges before proceeding with certain actions.



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