When the administrator clicks Invite User, a form panel opens on the right-hand side of the screen. This form allows the admin to enter the new user’s details, including name, email address, phone number, role, and communication channel permissions (Email, SMS, MMS).
Invite User
To begin creating a new user within the organization, the Client Admin clicks on the Invite User icon. This action opens the user creation form on the right side of the screen. The form is designed to capture all essential details needed to onboard a new member and assign them the appropriate access within the platform.
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Fields marked with an asterisk (*) are mandatory.
The fields included in the form are as follows:
First Name and Last Name - Used to uniquely identify the user within the system. These appear in user lists, audit logs, and communications.
Email* - Serves as both the primary identifier and the login username for the account. An invitation email is sent to this address once the account is created.
Title - An optional field for the user’s designation or role within their organization, helping to provide context in reporting and team assignments.
Phone Number (+1) - An optional contact number that can be added for quick reference or alternate communication.
Channel Access* - Defines which communication channels the user can access. Available channel include Email, SMS, and MMS. At least one channel must be enabled for the invitation to be valid. A detailed breakdown of all roles is available in the User Roles & Permissions article.
User Role - Determines the scope of access and permissions for the new user. For example:
Client Admins can manage users, teams, templates, and assets at the organization level.
Editors can create and edit templates.
Reviewers can approve templates and add feedback.
Activators can move content into an active state.
Viewers have read-only access.
The Send Invitation button becomes available only after all required fields are completed.
This ensures that every invitation contains the essential information needed to successfully create and activate a new user account.
Click on the Send Invitation button sends an automated email to the new user with instructions to log in and access the platform. The user account is immediately registered in the system, and its status can be tracked under the Pending Invitations counter until the user completes their first login.