How do I invite a user?

Wondering how to invite a user? You’ve come to the right place! With our “Invite User” function, you can easily invite your new users to your company and get them on-board. 

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Step 1: Go to Settings > Users & Access > Users 

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Step 2: Click on the “Invite User”  button 

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Step 3: Input the email address of the invitee

We cannot send invitations to distribution lists 

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Step 4: Set their user group and role, which will determine their access rights and permissions 

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Step 5: Click invite, and we will do the rest for you!  

Related Questions:

• What are user groups?
• What are the levels of user access? 
• Where can I change a user’s access level?