Invite a User

You can invite more users to join your platform one-by-one or in batches. Remember, a user with a unique email can only belong to one Organization.

Some email providers allow the creation of additional email addresses. See 2 hidden ways to get more from your Gmail address for more information.

Note: You must have an organization administrator role to perform this action.

To invite a user:

Click on the organization logo on the navigation bar.
Click Invite New User.
Enter the user’s first name, last name and email address.
Send out bulk invitations in batches by pressing + Invite another user.
Click Next and Select the appropriate type depending on the required visibility of the user.
Click Next.
Select user roles dialog box appears.
Select the required user roles by double-clicking or dragging and dropping the role chip options from the Select user roles column.
Click Invite to send the users an email with instructions for registering on the Platform.
Toggle between a view of Active and Invited users to know who has registered and who might need a follow up. If you need to re-invite a user then please contact Support.

If you need to re-invite a user before the original email invitation has expired then no new invite is sent and an error is raised since the user already exists. The invitation must have expired before being able to send another.

If you would like the users within your Organization to access the Platform via Single Sign On (SSO) then please contact Support

References and FAQs

User Visibility