In Cloud Contracts 365, admins can seamlessly invite new users to their organisation and workspace through the User Management tab. This feature allows for the addition of multiple email addresses, assignment of roles, and sending of invitations.
Invite new users to join your organisation
Admin role users can invite new users to join their organisation and workspace via the ‘User Management’ tab in the ‘Account Settings’ section.
All current active users in your account are listed here:
How to invite users
To invite additional users, firstly click ‘invite users’:
Add their email address (you can add multiple email addresses at the same time if required):
Once you have added all email addresses press the tab button on your keyboard then click ‘Next’.
Next add in the new user’s first and last name and their role:
Note: ‘Admin’ role users are permissioned to:
- Edit company details
- View the user management section and add/remove users from the organisation
- Upgrade or cancel their organisation’s subscription plan
‘Contributor’ role uses do not have access to the above.
If the email address of the user being invited is already associated with a different Cloud Contracts 365 account, then they will not be permitted to join an additional organisation.
Now click ‘Next’ and then confirm you wish to ‘Send user invites’.
Invited users
Pending invitations are displayed at the bottom. Invitations to join expire after 1 week.
If not accepted within that time the invitation will need to be re-sent.
