Users

You can add new users to a business profile.

Requirements


The person being invited must have a valid email account where they can receive the invitation email.

Procedure


List of users
A list of users
  1. Go to Settings > Users > Invite.
  2. In the field Email, enter the email address of the user you want to grant access to a business profile.
  3. In the fields First name and Last name, fill in the name and surname of the user, respectively. They will be displayed in the Name column on the user list.
  4. From the dropdown list, select a role of the user being added. A role is a collection of permissions. They define the scope of features users have access to and the actions they can perform.
  5. Confirm by clicking the OK button. The added user appears on the list of active users if they already have a Synerise account, and on the list of Pending users if they need to set up an account.
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