Purpose

Invites let account administrators invite new users into an account with the correct role and module permissions.

Creating an Invite

To invite a user:

1. Open Invites from Administration.
2. Enter the user's email address.
3. Choose a role.
4. Review or adjust module permissions.
5. Send the invite.

Invite Permissions

The invite form includes the same module permission editor used by Access. Set permissions before sending the invite so the user starts with the correct access.

Invite List

The User Invitations list shows:

• Email.
• Role.
• Permissions.
• Invited date.
• Remove action.
• Invite Link action.

Invite Link