Invite Users
Last updated
Last updated
Invite New User opens the Invitation modal:
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.