Learn how to invite and manage members of your organization.
This section details the creation of a User with the appropriate account level permissions., through to their verification and first sign on.
To create a User in your Account, from the Dashboard
Complete the Fields: Email, Role, Description (optional), Mobile Phone Number
Enter and re-enter a password (check password requirements to see rules for creating a password).
- 16 characters long or 10 characters with 3 uppercase, lowercase, and numeric symbol.
- Cannot be the same as previous 12 passwords.
- Must be changed every 90 days.
Use account settings to enable Two Factor Authentication for users (recommended)
Once a user has been created using an email address - then they receive a system email allowing them to verify;
They must click on the link to verify - and then log into their Account.
Once the verification link has been clicked once - it cannot be used again - even if the user does not complete the log in action.
The User profile shows the Account role and the date verified.
Your User is now active in your Account.
To see how to assign team members to certain Projects, check out the page Assign Project Users