In order to add/invite users to your organization, an organization owner or admin needs to take the following steps:
Click on the organization name in the top left corner of your Web App
Click on Organization settings
From the top menu please click on Users
Click on the ’ Invite users ’ button on the right side of the Web App
Please fill in all needed information on the left side of the screen, then click on ’ Send invitations button on the right side
IMPORTANT: Only an organization owner or admin will be able to add/invite users.
Steps above will trigger an invitation email which will contain further instruction for the invitee.
Before you proceed with sending the invitation, please advise your invitee(s) to do the following:
- It is recommended that the invitee is using the latest version of Chrome
- Advise the invitee to clear all cookies, cache and browsing history
- Alternative to step number (2) is to use Incognito mode
- Please make sure that the invitee is clicking on the last invitation link
There is also a revoke button which the organization owner can use if the invitation email needs to be re-sent.
If you have sent an invite more than once, please make sure that the invitee is clicking on the last invitation link in email, as the initial email automatically gets cancelled.