Invite Users

Regular Invite

Follow the below steps for inviting new users using the Regular Invitation method:

1. Navigate to Users Management via the navigation grid → Users Management → Users.

   

2. Click the Invite dropdown in the top menu bar, then select Regular from the list.
3. The User Invitation pop-up window is displayed, fill in the required details within the users tab.

   

4. Assign Groups (Optional): To assign the user to a group, click on the Groups tab on the User Invitation page.
5. On the Groups page, the user can be added to the existing group, remove from the group, or search for the specific group too.

   

6. Select Add to Existing Group from the top.

   

7. The Add to Existing Group window will appear. Select the group(s) by checking the corresponding checkboxes. You can also search for a group from the left side of the screen.

   

8. Once selected the required groups, click on the Add to Group button at the bottom.
9. To remove the user from a group, check the group’s checkbox and click on the Remove from Group button at the top.

   

10. After assigning the user to the group(s), return to the User Invitation screen and click Save to complete the process.
11. Add to Existing Group window will appear, select the group by clicking on the checkbox and click on the Add to Group button from the bottom. Additionally, the user can search the group as well in the Search field..
12. To remove the user from the group, click on the checkbox of the group and click the Remove from Groups button from the top.

    

13. Click the Sites tab on the User Invitation page to add the user to the sites where they should be included as a Site Contact.

    

14. Select Add to Site button. The Add To Site pop-up window is displayed with the list of the sites. Once selected the required site, click on the Add to Site button at the bottom.

    

15. The selected users are added to the site, here the user can provide a Contact Type from the drop-down list, gives Site Permission (Reader/Editor), and Access To Restricted Documents.

    

16. To remove the user from a group, check the group’s checkbox and click on the Remove from Site button at the top. Click save to save the changes.

    

Quick Invite

The user can use the Quick Invite to invite multiple users at the same time by assigning them the same role, permissions/actions, access period, and group membership in a single step.