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Invite a User to Your Account

As an account owner, you can invite new users into your organization and collaborate with them.

To invite a user, follow the steps below:

  1. Click Settings on the top navigation bar.

  2. Click Users Management > Users > Add New User. invite user

  3. Click Invite.

  4. Enter a valid email address of the user you want to invite.
  1. Select a role from the dropdown to define the user’s access to modules and features. role selection

    2. Note

    System-defined and custom roles available in the inviter’s account can be assigned. Learn more about roles and permissions.

  1. To invite multiple users, click + Add another member. Then, follow steps 4 and 5. To remove an invitation row, click the Delete icon. delete email row

Key Information On Adding Email Addresses

Please note the following when adding an email address:

  • The Email address field should not be empty.
  • The system does not accept a space in front, between, or after the mail ID.

  • Enter a valid email address, including a domain (e.g., john@doe.com), which must be provided.

    valid email address error

  • Double-check the recipient’s email address before sending the invite.

  • Duplicate invitations are not allowed. The system displays: “This email has already been added."

    duplicate invitation

  1. Click Send invitation(s). As you add or remove invites, the displayed count of invited persons updates accordingly. send invitation

You’ll see a success message when the invite is sent. If it fails, check the highlighted email addresses and try again.

Note

  • Users receive an email invitation to join your account, which expires 15 days after it is sent.
  • Until the recipient accepts your invitation to join, the user status is set to Inactive. Once the invitation is accepted, the status changes to Active.