Step-by-Step Instruction:

Note:
Only company administrator can add company user.

Step 1: Click Add User Button in User Management



Step 2: Enter User Email and Click Add 



Step 3: Check Invitation List

You can find the invitees in Personal Settings -> Invitation List.

Tips:
If the invitee has not replied for a long time, you can clcik Re-invite to send the invitation email again.



Step 4: Invitee Clicks Accept Invitation



Step 5: Unregistered Users Add Personal Information

  • If the invitee is an unregistered user, clicking Accept Invitation will automatically redirect  to the page completing personal information. Please fill in first name, last name, set password, confirm password, job title (optional) and check the user privacy agreement.
  • If the invitee is registered in DerbySoft, this step will be skipped.
Tips:
The work email and company name have been set previously and cannot be edited.


After the information is added, the page will show ‘Submitted successfully!’. Click Go to Sign In to the sign-in page, or automatically jump to Home if no action is taken within five seconds.



Step 6: Add Successfully

Once the invitee signs in the DerbySoft, he or she will automatically join in your company.