Issue

An administrator needs to grant a new user access by sending an account invitation and assigning the appropriate role.

Resolution

Follow these steps to invite a new user:

1. Navigate to the All Users tab.
2. Click Add User in the upper-right corner of the page.
3. In the Add User dialog box:
   • Enter the user's Email Address.
   • Select the appropriate Role:
     • Enrollment (default selection)
     • Admin
4. Click Send Invitation.
   • To exit without inviting the user, click Cancel.

What Happens Next?

• The invited user receives an email containing a link to:
  • Accept the invitation
  • Create their account
• After the invitation is accepted, the user appears in the Users list with:
  • The assigned role
  • An Active status

Important Notes

• User invitations expire after a designated period.
• If an invitation expires before being accepted, an administrator can resend it from the Actions menu within the Users list.
• Ensure the email address is entered correctly before sending the invitation to avoid delivery issues.

Additional Information

User Roles

Note: Refer to your organization's role definitions for a complete list of permissions associated with each role.