All docs

Invite a user

Use this guide to add a person from setup or Admin / Governance.

Before you start

  • You can invite users.
  • A role is available.

Steps

  1. 1Go to Invite your team.
  2. 2Enter Name.
  3. 3Enter Email.
  4. 4Choose Role.
  5. 5Click Invite teammate.
  6. 6Track acceptance from Admin / Governance.

Result

The invite is created and can be accepted by the user.

If it does not work

  • If email delivery is not configured, copy the manual invitation link.
  • If Role is empty, review roles in Admin / Governance.
  • Contact support if the issue continues.