Invite User

Inviting users to your Cequens account is a convenient way to collaborate with team members. This user guide will walk you through inviting new users to join your Cequens account.

Steps

Login to Your Account

logging in to your account using your credentials.

Access User Account

In your main account dashboard, look for the "users&subaccounts" option in the settings. Click on itthen click on "Users" Tap to access the user invitation section.

Invite New Users

Inside the user invitation section, you'll find an option to "Invite New Users" button.

Enter User Details

You will be prompted to provide the user's details, including their Assigned Account, email address, and roles

Define Access Permissions

Specify the level of access and permissions for the invited user. Determine what actions and data they can access within your account.

Send Invitation

Review the information you've entered for the user. Ensure that it's accurate and meets your requirements. Then, click the "Send Invitation" or "Invite" button.

Email Notification to Invited User

The invited user will receive an email notification containing an invitation to join your account. The email will include a link to accept the invitation.

Invited User's Action

The invited user should click on the provided link in the email. They will be directed to a page where they can accept the invitation and set up their user credentials.

Confirmation

Once the invited user accepts the invitation and completes the registration, The new user is now able to access your account.

User Management

You can access the user management section in your main account to view and manage the list of users, including editing their permissions or Deactivating them if necessary.