The User Accounts & Roles screen displays a list of active users that are known to the organization. There are two methods for inviting a user to an organization: invite multiple users from an Excel XLSX file or manually invite a single user.

To invite a single user to join the Organization, click on Invite User in the top-right corner of the User Accounts & Roles screen to bring up the Invite New User form.

Fill out the Invite New User form as described below, then click on the Invite User button in the lower-right corner of the form to send the invite email.

Click on the Create another checkbox to return to the Invite New User form to fill out for another user. If this box is not checked, the display returns to the User Accounts & Roles screen.

  1. Enter the first and last name of the user you would like to invite.

  2. Enter a valid email address for the user you would like to invite.

  3. Optionally include a message to the user.

  4. Select the user role (Admin, Viewer, or Limited) to specify the level of access the user will have to the Organization.