Overview
SmartDocs 360 allows you to invite other users to contribute within your SmartDoc license.
You can quickly select which new User Role to invite the new user, either to provide or limit their access.
Invite New User
| From the Main Toolbar, go to Users |
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| From the Left Toolbar, Select Admin |
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| From the top right, select +Invite New User |
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The Invite Users page will display. Input the details of the user you wish to invite.
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Details |
Explanation |
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Input a valid email address that will effectively become the username. A message will display if you invite an existing user to advise that the user has already been invited. |
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First Name |
Input the user's first name. |
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Last Name |
Input the user's last name. |
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Select to Invite to SmartDocs 360 |
Select a role from the drop-down list. You can also search for a specific role.
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Employee user role specific
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Assigned Groups |
Select the group or groups which the user will be apart of. |
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Assigned Entites |
Select the entities to which the users will be granted access. |