To add a user to your organisation, navigate to the "User" section under "Organisation Settings" within the Insytly platform. This can be found within the user menu in the navigation bar.
As shown below:
The "Organisation Invites" section on this page allows you to invite new users to join your organisation on the Insytly platform.
Inviting a User
To invite a new user to your organisation, follow these steps:
- Enter Email: Input the user's email address into the designated field.
- Send Invitation: Click the "Invite User" button to send an invitation email to the user, prompting them to create an account.
Open Invitations
- View Sent Invitations: Under "Open Invitations," you can see the email addresses of users who have been invited to join your organisation.
- Pending Status: These invitations will remain listed here until the user accepts the invite and creates an account.
- Remove Invite: To delete an open invitation, click on the red bin icon next to the invite. A confirmation pop-up window will appear, allowing you to confirm the deletion.
Post-Acceptance
- User Details: Once the user has created an account, they will appear in the "User Details" section as a validated member of your organisation.
- Set Access Rights: You can then configure their access rights on the platform using the toggle buttons.
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