Account administrators can invite a user to one or more accounts. When a user is invited, they receive a welcome email detailing the accounts.
For a new user to access the account(s) they must follow these steps:
1. Access the welcome email (if they haven't received this, they should check their junk/ SPAM folder and if it is not there then please contact support).
2. Click on the Accept invitation now link in the email body.
If the email recipient does not already have access to another account, they will be prompted to sign up for a new user profile and will need to provide their:
- First Name
- Surname
- Password
- Mobile Number
If the email recipient does already have access to another account, they will be directed to a join account page where their existing user profile will be added to the account to which they have been invited.
3. Click Join - the new user is then directed to the dashboard page of the account to which they have been invited.
If a user has been invited to multiple accounts, they can use the account switcher dropdown at the top of the web portal to switch between accounts.
Comments
0 comments
Article is closed for comments.