Invite User
Administrators can invite new users to the system through the administration section. This guide outlines the steps required to add new users. Note that only administrators have the necessary permissions to perform this action.
How to Invite Users
To invite users, open your Workspace and navigate to the Access section. From there, proceed to the user list.
Invitation Process
-
Add a New User: Click on the Plus (+) icon in the user list to initiate the process of adding a new user.
-
Select a Role: Assign a role to the new user. The default role is User, but you can also choose builder or admin based on the user's responsibilities.
-
Enter Email Address: Provide the email address of the person you wish to invite. Ensure the email address is accurate, as it is essential for sending the invitation.
-
Send Invitation: Once the email address is entered, the Lakehousecat portal backend will automatically send an invitation email to the specified address. This email contains an activation link with a limited validity period.
-
Activate the Account: The invitee clicks on the activation link in the email, which redirects them to a page where they can set up their account.
-
Set Password: On the activation page, the invitee sets a password for their account. The username is pre-set as their email address.
-
Login and Access: After setting the password, the new user can log in using their email address and the password they created. They will then have access to the system based on their assigned role.
By following these steps, administrators can efficiently manage user access and expand their workspace with the necessary personnel. Ensure that the email address provided is correct to avoid any delays in the invitation process.