Please note that access to user management is restricted to users with the Admin role.
Step 1: Navigate to the Manage Team Page
From your dashboard, click on "Manage Team" in the sidebar. This will take you to the list of all users in your organization.
Step 2: Go to the Invite User Page
Click on the "Invite User" button at the top of the user list. This will take you to the invitation page where you can choose between Single Invite or Bulk Invite.
Single Invite
Use Single Invite when you want to add one user with specific details and role assignment.
Step 3a: Enter User Details
Provide the following information for the user you wish to invite:
- First Name: The user's first name.
- Last Name: The user's last name.
- Email Address: The user's email address where the invitation will be sent.
- Role: Assign a role to the user:
- Admin: Full access to manage team members, settings, and all accounts.
- Member: Can view and use shared accounts assigned to them.
Step 4a: Send the Invitation
After filling in the details and selecting a role, click the "Send Invite" button. The user will receive an email with a link to activate their account.
Bulk Invite
Use Bulk Invite when you need to add multiple users at once. This is ideal for onboarding entire teams quickly.
Step 3b: Enter Email Addresses
Enter the email addresses of the users you want to invite. You can:
- Enter one email address per line
- Separate emails with commas
- Duplicate emails will be automatically removed
All bulk-invited users will be assigned the Member role by default. You can change their role after they accept their invitation.
Step 4b: Send the Invitations
Click the "Invite Users" button to send invitations to all entered email addresses.
User Acceptance
When an invited user clicks the link in their invitation email, they will be taken to an account activation page where they can:
- Confirm or update their first and last name
- Set a secure password for their account
Once they complete activation, they will be automatically signed in and taken to their dashboard.
Tip: The invitation link is valid for a limited time for security purposes. If the user doesn't accept it in time, you can resend the invitation from the Manage Team page by clicking the menu on their row and selecting "Resend Invite".
Managing Invitations
From the Manage Team page, you can:
- See the status of all users (Active, Invited, or Inactive)
- Resend invitations to pending users
- Edit user details and change roles
- Mark users as active or inactive
- Remove users from your organization