You must first click on the Invite New User button inside of the Users and Accounts section. This will open a lateral window where you'll be able to invite the new user.
In this step, you'll indicate the name and email of the new user. Please note that we will only accept business emails. In other words, we do not accept emails with domains such as @gmail.com, @hotmail.com, @yahoo.com, etc.
Roles and Permissions
You may assign a role to your user depending on his or her functionalities in the Web. In the User Roles section, you'll be able to find more information on each role.
As the last step, you may choose to which sub-accounts the user will have access to. This way, you can invite a user to multiple sub-accounts.
Once you have completed the steps, you may send the invitation to the new user. This information will be sent through email, where he or she will be able to accept the invitation and create a profile. For more information on accepting invitations, check out the Accepting Invitations section.
Once you have added the user, you can track the status of the invitation in the Pending Invitations tab.
In case that the user does not accept the invitation or didn't receive it, you can resend it with the "Resend Invitation" button in the Pending Invitations tab.
Once the user accepts the invitation, he or she will appear as "acitive" in the Users tab.
Check out our video on Inviting New Users below.
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