How to Invite a New User to Your Organization

Any user in your organization with Users/Management/Edit permission in their assigned User Role can invite new users to join your organization. For more information on User Roles please see How to manage what your users can access.

To invite a new user to your organization, follow these steps:

1. Use the sidebar contextual menu to navigate to the User Management page under the Admin section.
2. Click on the Add User button on the top right of the page.
3. Input the relevant values for the following fields:
   1. First name
   2. Last name
   3. Username
   4. Email
   5. Phone number (optional)
4. Select a User Role to assign to the new user.
5. Click on the Save User Details button on the top right of the page.

An email will be sent to the email address entered containing a link to the application, the registered username and an auto-generated temporary password. The user can follow the link and sign in using the credentials provided. They will then receive an email with a verification code. They will need to enter this code and choose a new password before they can access the application.