How do I invite a new user?
Before you can invite any new users you need to make sure you have enough headroom in your subscription. If you need to increase your subscription please take a look at the article here
Invite New Users
Once you have increased your subscription, you can go ahead and invite more users. To do this go to Settings -> Users and click on the Invite new user button at the bottom of the screen:
From here, complete the new user's details and click save:
They will then receive an email with their login details.
If your new user doesn't receive an email with their login details, please check that you have entered the correct email address here, and that the email address is active (if it's been newly set up). If you've made a type here, you can correct the email address and ask the user to follow the steps to reset their password for the correct email address here.
If you aren't sure which role you would like them to have, you can check out our article explaining the differences between the different user roles and types available here.
Invite New Users
Once you have increased your subscription, you can go ahead and invite more users. To do this go to Settings -> Users and click on the Invite new user button at the bottom of the screen:
From here, complete the new user's details and click save:
They will then receive an email with their login details.
If your new user doesn't receive an email with their login details, please check that you have entered the correct email address here, and that the email address is active (if it's been newly set up). If you've made a type here, you can correct the email address and ask the user to follow the steps to reset their password for the correct email address here.
If you aren't sure which role you would like them to have, you can check out our article explaining the differences between the different user roles and types available here.
Updated on: 30/09/2022
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