Invite New User

Video Tutorial:

New users can sign up by admin's invitation-only, admin users can follow the instruction in this article to invite a new member or client to their domain. The administrator can invite users by following the below steps

Before inviting new users, the admin user can set up their email address, for a detailed explanation, please read the article "Email Setup".

Add User by Role 

• Client
• Internal Member

Clients

Search Path: Setting - Management - Client Setup - Invite

Click "Client Setup"

Click "Invite"

Fill in the below information (Please see the below notes)

Field Explanation:

• Sender
  • Select the sender, the sender can be set up on the "Email Setup" page
    Please review the article "Email Setup" for the detailed explanation
• Recipient 
  • Input the email of the clients; input up to 50 emails for the invitation

Click "Confirm" to send the invitation email

A success notification will pop up if the invitation has been sent

Once the client received the email, click "Register Now" to sign up 

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Internal Members

Search Path: Setting - Management - Organization - Invite

Click  "Organization"

Click "Invite"

Fill in the below information (Please see the below field explanation)

Field Explanation:

• Sender 
  • Select the sender, the sender can be set up on the "Email Setup" page
    Please review the article "Email Setup" for the detailed explanation
• Recipient 
  • Input the recipient email 
• Role
  • As Member
    • The recipient will sign up as an Internal member
  • As Admin
    • The recipient will sign up as an Administrator user 

Click "Confirm" to send the invitation email

A success notification will pop up if the invitation has been sent

Once the user received the email, click "Register" to sign up 

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