Accounts can have multiple users for different roles. In this article you will learn how to invite a user and assign a specific role.
Invite New User Button
You must click on the Invite New User button in the Users and Accounts section. This will open a lateral window, or aside, where you can fill in the details of the new user you wish to invite.
You must indicate the name and email of the new user. Please note that we only accept users with business domains. In other words, we don't accept emails that end in @gmail.com, @hotmail.com, @yahoo.com, etc.
Roles and Permissions
Depending on a user's tasks inside of the Web, you can assign different roles and permissions. In the article of User Roles, you'll find the detail of every role to see which fits your user's needs better.
Last, you can choose which accounts and/or sub-accounts the new user will be able to access. This way, you can invite a user to multiple accounts in one invitation.
- Once you have completed the steps, you can send the invitation to the new user. This invitation will be sent by email, where the new user will be able to accept the invitation and create his or her log in details. For more information in how to accept an invitation, check out our Accepting Invitations article.
- When you add the user, you can track the status of the invitation in the Pending Invitations tab.
- In case that the user doesn't accept your invitation or didn't recieve it, you can resend the invitation with the Resend Invitation button in the Pending Invitations tab.
- When the user accepts the invitation, you'll be able to see him or her as an active user in the Users tab.
If you wish to see How to Invite a User in depth, refer to the following video.