Invite Users

Invite New User button

Invite New User opens the Invitation modal:

Invite New User modal window

Enter the new user's Full Name, Email Address, and choose permissions:

Permission
Access

User

Full access to the DMS account. Ability to create and manage widgets, add users, edit company info, and view reports.

View Only

Limited access to the DMS. This user is intended to be only a viewer for reports. They have no editing capabilities and cannot create new widgets or users.

The Send Invitation button saves the information and transmits the invitation email to the new user. The invitation email will walk the new user through the steps required to set up their account, including Two-factor Authentication.

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