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

1. Navigate to User Management

   • Go to the Admin Panel and select User Management from the menu.

   

   
2. Click on "Add User"

   • Locate and click the "Add User" button to begin the process.

   
3. 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.

  

1. 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.