Screen: Users
How to invite a new user
Before you start
- You have the Central manager or Site manager role.
- You know the new user's email. They set their password themselves from the email.
Steps
- Press Users in the screen bar.
- Press New user.
- Type the Full name and the Email.
- In the role row choose the Site and the Role. For seasonal staff also give Valid until.
- For a role at another site too, press Add a role.
- Press Send the invitation to ….
- You see "An invitation was sent by email." and the user is "Invitation pending" until they sign in.
Note: A Site manager, Central manager, Accountant or Auditor role asks for a new sign-in. After it the invitation is sent on its own.
If…
- …it says "The address cannot be used; contact support.". The email is not accepted. Your input was kept; contact support.
- …the user cannot find the email. Open the user and press Send the invitation again.
- …it went to a wrong email. Open the user and press Cancel the invitation.