Inviting a new user

Invite a new user to your Admin portal and grant them access to one or more of your organisations.

Before you begin

You must have a Dealer Administrator role to invite users. The Invite User button is visible to all users, but a Dealer User who clicks it will see an access error. If you need a role change, contact your organisation's Dealer Administrator.

Sending an invitation

1. Navigate to your Admin portal and click Users in the left-hand sidebar to open the Invite and Manage Users page.

2. Click Invite User. The Invite Users panel opens on the right-hand side of the screen.
3. Under Select Organisations, tick each organisation you want the new user to have access to. Use the filter box to search if you manage a large number of organisations.
4. Under Select Role, choose the appropriate role from the dropdown.

5. Under Users to Invite, enter the user's email address in the Email field.
6. To invite more than one user in a single invitation, click + Add user and enter each additional email address.
7. Tick Receive Notifications if you want to be notified when the invitation is accepted.
8. Click Invite to send the invitation.

The invited user receives an email with a link to set up or access their account. They appear in the user list once they have accepted the invitation.

Tips

Screenshots show example data. Your portal will look the same with your own organisation's users and settings.