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Inviting a User

As a Client Admin you can administer the users and roles assigned to your organization. You can invite a new user to your organization using the following instructions.

 

1. Select User Roles from the sidebar.

 

2. Select the the contract you wish to modify from the Contract List.

  • In the User Roles section, you will see a list of contracts.
  • Find and select the contract you want to modify to invite a new user.

3. Click Add Users(s).

  • Once you have selected the contract, look for an option to "Add User(s)" and click on it.

4. Enter the details of the user you wish to invite.

  • A modal (popup window) will appear prompting you to enter the new user's details.
  • Fill in the required information
    • First Name: The user's first name.
    • Last Name: The user's last name.
    • Email: email address where the invitation will be sent.
    • Phone Number (optional): The phone number of the user to assist in support.
  • Additional users can be invited using the orange button.

 

5. Invite emails sent to users

  • The user(s) you invited will receive an email from olisystems.com asking them to confirm the invite.

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