A new colleague is invited and signs in
Who is involved
| Role | What they do |
|---|---|
| Tenant admin | Creates the account and sends the invitation. |
| Employee | Chooses a password and signs in. |
Step by step
- Tenant admin
Opens Settings, Users and adds the person with name, email, a starting password and a role.
What they see:The new person appears in the list with Never as last sign-in.
- Tenant admin
Uses the Re-send the invitation email button on the row.
What they see:A confirmation names the address it went to.
- Employee
Opens the email and the link, and chooses a password of at least eight characters.
What they see:The password is saved and the person is sent to sign in.
- Employee
Signs in with company, email and the new password.
What they see:Menus and buttons follow their role.
- Tenant admin
Refreshes the Users list.
What they see:Last sign-in now shows a time and the invitation no longer shows as pending.
Who is told what
The invitee receives a branded invitation email with a one-time link; the administrator is not sent a copy.
Related
- Security, Access & Compliance
- Notification Centre
- A platform operator helps a user with their account open
- Allowing storage or a database inside the company network
- An employee asks for a copy of their personal data
- Chat privacy is protected by the access rules
- Documents are kept in storage the company controls
- Team workflows