Add Users
You can invite multiple users to your organization using the new Add Users page.
You can access the page by clicking on the Users tab from the sidebar and pressing the Add Users
button on the top right side of the page.
-
Fill in the First Name, Last Name, and Email ID of the users whom you wish to invite into your organization.
-
Choose the most appropriate role for the new user from the
User Type
drop-down. -
A new row will be created automatically when you start filling the fields.
-
You can delete a row by clicking on the
Trash
icon on the right side of the row. -
If you deleted a row by accident click on the
Undo
button, that pops up at the bottom, to restore the deleted row.
-
Once you have entered all the user’s details click on the
Send Invites
button, on the bottom left, to invite them to your organization. -
The invited user will receive an email for verification. Until the user has been successfully verified, you will notice an icon indicating that
Verification Is Pending
against that User on theUser Page
. You can also choose to resend the verification email by clicking on theVerification Is Pending
icon should that be necessary.
You will not be able to transfer Account Ownership
with the Add User
flow.