[Company Admin] How to Add a Company User
Modified on: 2023-12-06 10:19
Step-by-Step Instruction:
- Step 1: Click Add User Button in User Management
- Step 2: Enter User Email and Click Add
- Step 3: Check Invitation List
- Step 4: Invitee Clicks Accept Invitation
- Step 5: Unregistered Users Add Personal Information
- Step 6: Add Successfully
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.
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