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How to add or invite a user

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Invite a User to Unleashed

  1. From the main menu, go to Settings, Security, Users. The current users and their associated details are displayed.

  2. In the top right corner, click "Invite a User".

  3. Fill in the details for the new User and click "send invite". 

  4. The invited user will receive an email with a link to approve their invitation. They must use this link to create a password and activate their user account.
    NOTE: Invitation emails may filter into spam/junk folders. 

  5. Once the user has approved their invitation, a tick icon will be shown in the Unleashed account's User page, under the "Approved" header.

Points to note

  • Ensure that you have the necessary user license or have purchased more licenses to invite user.
  • To change a user's role, click on the role field on the User's row and use the dropdown menu provided.
  • If a Sandbox has been created, users invited to the live account will not automatically be invited to the existing Sandbox.
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