Overview
This article will guide you through how to invite new users to SmartDocs 360.
SmartDocs 360 allows you to invite unlimited users to your SmartDocs license.
Selecting the User Role when inviting a new user will enable you to provide or limit their access within SmartDocs 360.
Invite New Users
- To begin, navigate to the Users screen:
| From the Main Toolbar, select Settings |
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| And select User List |
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| From the Left Toolbar, hover over Admin |
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| Select Invitations from the toolbar that appears |
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| 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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- The next step is to assign Groups and/or Entities to the invited User.
This determines what the User can access within SmartDocs 360.
- Note: Selecting the Admin role will automatically assign all Groups and Entities to the user.
For more information about Groups, Entities, and how they are created, see: Entity Management.
To invite additional users, select + Add another user to invite list.
This can be completed for as many users as required.
- Once you are finished inputting all the details, select Invite User(s).
An email will be sent to the user's email address containing a new temporary password. On the first login, the user will need to set up a password and multi-factor authentication.