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Inviting a new User to your account

Updated over 3 weeks ago

Inviting a co-worker to your account is quick and easy. Just follow these steps:

  1. Open the Account tab in the main menu.

  2. Click and choose the Users tab.

  3. Enter the email address of the person you want to invite in the "Add new user" section.

  4. Select the appropriate user rights for the invitee:

    Administrator – Full access to the account with all user rights.
    Account User profile – Limited or customized access, as defined by an administrator.

    More about Account User Profiles >

    A screenshot of a computer

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  5. Click the "Send Invite" button to send the invitation.

Once sent, the invitee will receive an email with an activation link.

By clicking the link, they can set up their user account with the assigned profile. If they already have an APSIS Pro account, the new profile will be added to their existing list.

NOTE! Your co-worker will have to set the same (or higher) security level on their user as the security level you have set for the account.



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