How to Invite Users to Your Account
Last updated
Last updated
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Account administrators can invite new users to the account from the Users page under Settings in the main menu.
They can invite existing platform users and individuals who don't yet have an account.
When an administrator adds someone to the account, an invitation to join is emailed. It's important to take action once you receive the invitation, as account invitations are valid for only 7 days from the send date. After 7 days, invitations expire and will need to be resent.
Administrators can invite users through the Add option, which is located in the upper right on the Users page.
In Add user, complete the required sections. You'll need to enter user details, such as the user's full name and email address, and select the groups you want to assign to the user.
Next, confirm the information displayed on the Overview page, and then click Add. For detailed instructions, see Add New Users.
The individual will receive an email invitation, which they must accept within 7 days to join the account. To learn about accepting invites and account registration, see Respond to Invitations.
