How to Invite a User

Read this article to find out how an admin can invite another admin. There are two ways to do so: you can either invite users from the USER MAINTENANCE overview (for admins) or from the COMPANY DETAILS (for customers). When a customer invites a user, this user will be assigned the same role and scope as the person who sends out the invitation. Admins can choose any role or scope that is below theirs in the hierarchy.


Step 1

Go to USER MAINTENANCE in the menu on your left.


Step 2

Click on INVITE USER.


Step 3

Submit the correct information. Make sure that the correct email address is correct. The invitation mail will not be received if otherwise. 

Step 4

Select the appropriate role. More information about user roles can be found here.

NOTE: When selecting the role, take the scope into account. For example, you cannot select a customer center as a company when you selected the distributor role.


Step 5

Select the correct company. The company you select is the scope of the new user. Anything outside of the scope will not be visible. Finish the invitation by clicking on SEND EMAIL.