Invited Users

User management is about engaging the users, making them feel valued, and encouraging them to become active participants. That's where our invited user management system steps in, offering you a toolkit to effortlessly invite, onboard, and cultivate meaningful relationships with your users. The feature provides access to invited users with different permissions and different level of access with which they can choose what to do with the user account.

Pre-requisites

You need to have an API-key to access the user management API endpoints on the API reference. To get an API-key, you can consult the guide for getting the API-key from the user account.

Adding a user

You can find detail from the help centre article.

Start by going into the profile menu on the top-right and navigate to Users.

• Click Add a user.
• Enter the email address of the user you want to invite.
• Click Confirm user information
• Choose which permission level to give to your user:
  • All access
    • Gives full access to general and sales platform, as well as the features included in your plan.
    • Doesn't give access to the profile, plan selection, billing, and payment information.
  • Custom Access
    • Gives access to specific features that you can choose from, including general and sales platform, as well as the features included in your plan.
    • Doesn't give access to the profile, plan selection, billing, and payment information.
• Click Confirm permissions.
• Before you send the invitation, a summary of the permissions given and their additional cost is shown. Click Send invitation.

Similarly, you can edit users permissions and you can cancel an invitation through the user interface. You can find a complex procedure for this in the link mentioned previously.