Invite a New User
NOTE: Only Company Administrators can invite users.
As a Company Administrator, navigate to Settings → Company Settings from the header menu → User Management tab.
- Click the + sign and select Invite a New User.
- Enter the email address and display name for the new user. To invite multiple users at the same time, enter each email address and display name on a new line. When doing so, make sure that the order of the email addresses matches the order of the corresponding display names. Click Invite to confirm.
- An email invitation asking to confirm an account by setting a password will be sent to each new user within a few minutes. Make sure to check a spam folder if email cannot be found.
NOTE: if SSO is active, no email invitation is sent to new users.
- Until new users have confirmed their accounts, the Company Administrator can perform the following actions on their accounts:
- Confirm — marks the selected user as confirmed, allowing them to access the system without following the link in the invitation email. To confirm a user, the system prompts the Company Administrator to create a password for the user to access the system. The Company Administrator is then responsible for communicating the password to the user.
- Reinvite — sends the same invitation email to the user again.
- Once a user account has been confirmed, the Company Administrator will see Block and Edit actions on the user card instead of Confirm and Reinvite.
