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Inviting Somebody To Your Dashboard

On the Users page, under Invite A User, enter an email address and a name, choose a level, and send.

They get a link that sets their own password. You never type it and never see it, which means you are never holding somebody else's credential.

The Invite A User form with fields for email, name and role, and a Send invitation button.
The invitation sets their password, not you.

Worth Knowing

  • An invitation works once and expires. If somebody misses it, send another — only the newest one works.
  • Check the spam folder before re-sending. It comes from an address they have not seen before.
  • Pick the level carefully — see Administrator, Manager and Staff.

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