Invite Users to an Organization

To invite users to an organization:

  1. Switch to the associated organization.

  2. Click Main Menu  User Profile icon  Settings.
    The Attributes display.

  3. Under the SETTINGS MENU, click Users.

  4. On the Invites tab, click Invite User.
    The Create an Invite dialog displays.

    Invite Users Screen

  5. Enter the user information.

    Each user can be assigned to multiple groups.
    The invitee will receive an email with login details.
  6. Click Save.

  7. Click the Invites tab to review who you’ve invited and resend the email or delete the user, if needed.