Follow these guidelines to ensure a smooth and secure onboarding experience for new users within your organization:
Step 1: Access Admin Section
Log in using your administrator credentials.
Navigate to the Admin section of the app.
Step 2: Invite New Users
In the Admin section, locate and select the "Invite Users" option.
Enter the email addresses of the new users you wish to invite, separating multiple addresses with commas.
Choose the desired permissions for each user: read-only, editing, or admin.
Step 3: Review and Confirm
Before sending invitations, review the list of invited users and their assigned permissions.
Ensure you have selected the appropriate permissions based on each user's role and responsibilities.
Step 4: Send Invitations
Click the "Send Invitations" button to dispatch email invitations to the selected users.
Invitations will include a link where users can create their accounts.
Step 5: New User Account Creation
Invited users will receive an email with instructions to create their accounts.
Upon accessing the link, users will be prompted to agree to the terms and conditions.
Step 6: Account Verification
Once users accept the terms and conditions, they will be directed to set their passwords and complete their account setup.
Users may need to verify their email address for added security.
Step 7: Log In and Access
After account setup, new users can log in using their credentials.
Depending on the assigned permissions, users will have the designated level of access to the app.
Step 8: Review and Manage Users
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As an administrator, periodically review the list of users and their permissions.
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If you've changed your email address or need to update it for any reason, it’s simple to keep your account information up to date. Follow these straightforward steps to update your email address:
Step 1: Open the app
Launch the app on your device. You can find the app icon on your home screen or in your app drawer.
Step 2: Log In to Your Account
If you're not already logged in, you'll need to log in using your current email address and password.
Step 3: Access Account Settings
Once you're logged in, navigate to your account settings. This is typically found by tapping on your profile picture or username at the top of the screen. Look for an option like "Settings," "Account Settings," or "Profile."
Step 4: Edit Email Address
In the account settings section, locate the option to edit your email address.
Step 5: Enter New Email Address
Tap on the email address field to bring up the keyboard. Carefully type in your new email address. Double-check for any typos or errors before proceeding.
Step 6: Verify New Email Address
Depending on the app's security measures, you might need to verify your new email address. This is usually done by sending a verification link to the new email address. Check your inbox for an email from us and click on the verification link.
Step 7: Confirm Changes
Return to the account settings screen in the app. You should now see your updated email address displayed. Review the changes to make sure they are correct.
Step 8: Save or Update
Most apps will have a "Save," "Update," or "Confirm" button at the bottom or top of the screen. Tap this button to save your changes and update your email address.
Step 9: Log Out and Log Back In (Optional)
To ensure that your changes take effect, you might need to log out of the app and then log back in using your new email address.
Step 10: You're Done!
Congratulations, you've successfully updated your email address! Your account is now associated with your new email address, and you can use it to log in and access all the features of the app.