Invite User
Last updated
Last updated
In the Admin Console, click the Users -> Invite Users tab on the left, and you'll see Pending users, Appceted users, Registered users in the table view on the right.
Pending Users are individuals who have been sent an invitation link but have not yet opened or interacted with the link. These users are in a pending state awaiting action from their end.
Accepted Users are individuals who have received the invitation link and clicked on it, indicating their interest in the invitation. However, they have not completed the registration process yet.
Registered Users are individuals who have successfully completed the registration process after clicking on the invitation link. They are now active users on the platform.
Email ID Search:
Enter the email address of the user you want to locate in the provided search field.
Click the "Search" button or press Enter to perform the search.
The system will retrieve the user profile associated with the provided email address, if it exists.
Allows authorized users to view detailed profile information of users within each category.
Allows authorized users to resend invitation emails to users who have not yet responded or completed registration.
Allows authorized users to revoke access or permissions for users within the platform.
Click on the Invite New User button.
This button is typically located at the top-right corner of the screen.
When you click it, the Invite New User creation interface will appear.
User Details:
First Name: Enter the first name of the user being invited.
Last Name: Enter the last name of the user.
Email: Specify the email address to which the invitation will be sent.
User Groups & Roles:
User Groups: Assign the user to specific groups or teams within the platform.
Roles: Define the roles and permissions that the user will have upon registration.
Onboarding Page Selections:
Select Blueprint: Choose a blueprint or template for the user's onboarding experience (if applicable).
Select Client: Specify the client or organization associated with the user's account.
Invite Button:
Clicking the "Invite" button initiates the process of sending an invitation email to the specified email address.
