Accepting Invites

In this article:

  • Explanation of the New User invitation process
  • Example of the invite email
  • Instructions for new users on how to accept invites


Account administrators can invite a user to one or more accounts. When a user is invited, they receive a welcome email detailing the accounts. 


For a new user to access the account(s) they must follow these steps:

1. Receive the email (if they haven't received the welcome email, ask them to check their junk folder in case your mail server wasn't sure it was a legitimate email):

2. Click on Accept invitation now link in the email body

  • If the email recipient does not have access to another account they will be prompted to sign up for a new user profile where they can provide:
  • First Name
  • Surname
  • Password
  • Mobile Number (optional)

If the email recipient already has access to another account they will be directed to a join account page.


3. Click Join

The new user is then directed to the Dashboard page of the account to which they have been invited


Notes:

  • If the user has been invited to multiple accounts they can use the account switcher dropdown to switch between accounts