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Follow these guidelines to ensure a smooth and secure onboarding experience for new users within your organization:

Step 1: Access Admin Section

1. Log in using your administrator credentials.

2. Navigate to the Admin section of the app.

Step 2: Invite New Users

1. In the Admin section, locate and select the "Invite Users" option.

2. Enter the email addresses of the new users you wish to invite, separating multiple addresses with commas.

3. Choose the desired permissions for each user: read-only, editing, or admin.

Step 3: Review and Confirm

1. Before sending invitations, review the list of invited users and their assigned permissions.

2. Ensure you have selected the appropriate permissions based on each user's role and responsibilities.

Step 4: Send Invitations

1. Click the "Send Invitations" button to dispatch email invitations to the selected users.

2. Invitations will include a link where users can create their accounts.

Step 5: New User Account Creation

1. Invited users will receive an email with instructions to create their accounts.

2. Upon accessing the link, users will be prompted to agree to the terms and conditions.

Step 6: Account Verification

1. Once users accept the terms and conditions, they will be directed to set their passwords and complete their account setup.

2. Users may need to verify their email address for added security.

Step 7: Log In and Access

1. After account setup, new users can log in using their credentials.

2. Depending on the assigned permissions, users will have the designated level of access to the app.

Step 8: Review and Manage Users

1. As an administrator, periodically review the list of users and their permissions.

2. Update permissions or deactivate users as needed to ensure access control.