How to add new user
From the main menu, select setting > Users & Permissions
- Clicking on the +New User button
- Fill out the user details and information. Make sure to assign a security profile/role to the new added user.
- Make sure the user email is defined
- Click on Save to save the record
To send email invitation to the user again or any other user
- Find the user on the displayed users list
- Right mouse click on the user record and select Send Invitation or click on the envelop icon
- The system will display a dialog to inform you that email invitation is being sent
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