[Company Admin] How to Add a Company User
Modified on: 2024-10-24 14:13
TABLE OF CONTENTS
- Step 1: Access the User Management
- Step 2: Add a New User
- Step 3: View Invitation Records
- Step 4: Accept the Invitation
- Step 5: Complete Personal Information (for unregistered users)
- Step 6: Add Successfully
Note: Only company administrator can add company user.
Step 1: Access the User Management
Log in to your account and click User Management from the menu.
Step 2: Add a New User
- Find and click the Add User button on the User Management page.
- In the pop-up window, enter the email address of the user you want to add.
- Once you've confirmed the email is correct, click Add.
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Step 3: View Invitation Records
- After adding a user, you can view the sent invitations in the "Invitation List".
- This list displays the status of all sent invitations, including accepted and pending invitations.
Tips: If the invitee has not replied for a long time, you can clcik Re-invite to send the invitation email again.
Step 4: Accept the Invitation
- The invitee will receive an email with an invitation link.
- Please inform the invitee to check their email and click the Accept Invitation button.
Step 5: Complete Personal Information (for unregistered users)
- If the invitee hasn't registered on the system before, they will need to complete their personal information after clicking Accept Invitation. Please ensure they fill in all required fields as instructed on the page.
Tips: The work email and company name have been set previously and cannot be edited.
Step 6: Add Successfully
- Once the invitee has completed their personal information and accepted the invitation, they will be successfully added to the User Management list.
- You can view and manage information for all company users on the User Management page.
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