Step 2: Onboarding members


Organization

Members

In the Members section, the owner can invite users to join the platform, assign them roles, and manage their access. To access the section, click Organization -> Members.

Please note that the number of licenses will need to be adjusted manually if the number of users decreases.

01_2x.png

To invite members:

  1. Click the Invite new member button and enter the user’s email address. You can invite multiple members by entering each email address in the new line. When done, click the Send invitations button. You will notice that the users you sent emails to are now visible in the members list and have an Invited status.
  2. The user will now receive an invitation notification in the provided email address and will need to activate the account. Once it’s done, the user can download the app and get to work.

To resend or cancel the invitation:

  1. Click on the member’s name in the members' list. A new page will open.
  2. To send the invitation again, click Resend. To cancel, click Cancel.

To change member’s rights (role), name, or email:

  1. Click on the member’s name in the members' list. A new page will open.
  2. Click Edit
  3. Make the necessary edits and click Save changes

 To activate, suspend, or delete members:

  1. Hover over the member’s details. You will see several icons on the right-hand side.
  2. Click the Activate, Suspend, or Delete icon. If you wish to delete multiple members, you can do so by checking the boxes next to their names and selecting the Delete option from the Actions menu dropdown.

Add members to teams (if you have already created teams):

  1. Check the boxes next to the members’ names.
  2. Select the Add to team option from the Actions menu dropdown.

In this section, you can also filter members by their status or search by name or email.

If you have already purchased or have decided on Advanced or Enterprise subscription, please proceed to the Step 3 of our Getting Started guide - Set up teams, private gateways and dedicated servers.

Note: In case you have any questions or are experiencing any issues, please feel free to contact our 24/7 customer support team.


Return to top