How to Invite a New User to Your Organization

Prerequisites

• You must have Admin or Customer Admin privileges to access the User Management section.
• Ensure your organization has available User Quota slots remaining (checked during the process).

Step-by-Step Guide

1. Navigate to User Management
   From the main dashboard, locate the left-hand navigation sidebar. Click on the Users tab to open the User Management screen.

2. Initiate the Invitation
   In the top-right corner of the User Management screen, click the blue Add User button.

3. Review User Quota
   A confirmation window titled "Invite New User" will appear. This window displays your current User Quota (e.g., "Active users: 1 of 10") and the number of Remaining slots.

   • Review this information to ensure you have space for a new member.
   • Click Continue to Invite to proceed to the registration form.

4. Enter User Details
   Fill in the required fields for the new team member:

   • Email: Enter their professional email address (e.g., email@testdomain.com).
   • First Name: Enter their first name.
   • Last Name: Enter their last name.

5. Assign a Role
   Click the Role dropdown menu to define the user's permissions:

   • Select User for standard access.
   • Select Admin if the user requires full management capabilities.

6. Send the Invite
   Once all details are verified, click the Send invitation button at the bottom of the form.

Tips / Outcome
After clicking send, you will see a green success notification stating "Invitation sent". The new user will immediately appear in your User list with a status of Pending. They will receive an email with instructions to activate their account.