Inviting Colleagues
In this article, we will learn how an account owner or administrator can invite colleagues to Infinity.
Adding a User to Infinity
Adding users to Infinity is a simple process that ensures the right people have access to the platform with the appropriate permissions. Follow the steps below to add a new user.
Steps to Add a User
Navigate to User Management
Go to the Admin Panel and select User Management from the menu.
Click on "Add User"
Locate and click the "Add User" button to begin the process.
Enter User Details
Fill in the required fields, including:
First Name
Last Name
Email Address
Department/Organization (optional)
Assign a Role
Select a predefined role or create a custom one to define the user's access level.
Roles determine what the user can view, edit, or manage within Infinity.
Send Invitation
Click "Save" or "Invite" to send an email invitation to the new user.
The user will receive an email with instructions to set up their account.
Managing New Users
Pending Invitations: Approve user requests to joining your organization.
User Activation: Users must accept the invitation and set up their credentials.
Modifications: Edit user details or roles anytime through the User Management section.
By following these steps, you can quickly onboard new users and ensure they have the right access to Infinity.
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