Inviting administrative accounts

You can start onboarding your administrative and customer support crew to the Admin Console by sending account invitations. Invitations will direct invitees to a sign-up form that lets them create their own accounts.

You can fill in the invitee’s profile information beforehand to simplify their account creation.

At the same time, you can also control the invitees' access level by assigning them a specific admin role.

Administrative invitation

1. Navigate to Instance configuration > Admin accounts

2. Select Invite admin. You will be directed to an account invitation form where you can fill in information for the new administrative identity.

Account invitation form

1. Under Invite method, add the email address where the invitation will be sent.

   📘

   The email address will be displayed in a read-only field in the invitation's sign-up form. Users invited to administrative accounts are not able to change their email identifiers at sign-up.

2. Assign an access level of choice to the account by selecting a Role.

   📘

   Learn more about default roles, creating custom roles, and how to manage permissions.

3. Under Basic information, fill in the profile information for the new administrative account.

   ✅

   When accepting the invitation, invitees can double-check the information that goes in their profiles before accounts are created.

4. Select Send invite once you've filled out the invitation form.
5. There will be an entry created for the invited administrative identity in the Invitations tab.

✅

If the invitee accepts the invitation and completes sign-up, the invitation's status will change from 'Pending' to 'Done', and the account will be listed in the Accounts tab.

While waiting for the invitee to respond, you can:

• Resend the invitation
• View the details of the invitation
• Revoke the invitation

📘

Revoked invitations are removed from the Invitations list permanently.