How to invite a user?

How to invite a user?



  1. Open the sidebar, click on User Management and choose Users.
  2. Click the purple Filter button in the upper left corner of the screen to narrow your search. Choose the Roles and Status using the dropdown menus. You can also filter users in terms of the group types you have set in Settings, by checking the checkboxes in the respective dropdown menus. Click Apply Filter to view the results.
  3. Enter the name or email ID of the user in the search bar. The search results are shown below.
  4. For the required user, click on Invite, under Action. An invite email will be sent to his/her email address. 
  5. If you find Reinvite instead of Invite, it means an Invite has already been sent. Click on Reinvite to send another email invitation.
  6. If you find no Invite or Reinvite, it means the user has already accepted the invitation.

 



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