Inviting and adding your teammates onto your company/portal account
Invite your teammates so they can engage in getting the most out of your platform. You may grant Admin permission access by checking the "Make admin" checkbox. If you are not sure if you can grant admin access, please locate the manage system settings on the left navigation screen. If you have these settings, you are an admin. The first user registered to your company account is granted initial admin access. If you can not locate the admin on your account, please reach out to Support (red tab) and opt for the "Contact Us" option to gain access.
You just need the user's email to invite them to your new platform. The system will automatically send the user an invitation and they will be prompted to create a secure password.
If the user you are adding already has an account, the system will detect this condition and show you an alert.
Clicking on the "invite Teammates" button in your top navigation tray will recall the function.
The personnel icon will provide you a quick count of the number of users already setup in the system, and also links directly to the Manage User Accounts tool.
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