Add users

If you have the required permissions, you can invite users to join your 247connect account.

Invite users

  1. In the 247connect Web Portal, go to Account > Users in the side menu.

  2. Click Invite user.

    Invite user dialog. The dialog prompts the user to enter an email address, choose a language and select an authentication method from a drop-down. Below the fields are two buttons: a red Cancel button and a greyed-out Send button, which is disabled. The email input field has a 128-character limit indicator.

  3. Enter the user's email address.

  4. Choose the language for the invitation email. This defaults to the language set for the currently logged-in user in the Web Portal.

  5. Select an authentication method from the drop-down list:

    Apple: Users authenticate using their Apple credentials.

    Local: Users authenticate directly with 247connect using their email and password.

    Microsoft: Users authenticate using their Microsoft credentials.

    Google: Users authenticate using their Google credentials.

  6. Click Send.

The user appears in the list with a status of Invited until they complete their registration. They'll receive an email asking them to confirm their email and complete their 247connect profile. To resend the invitation, click the Resend invite Blue envelope. icon.

Note: New users are not assigned any permissions by default. You’ll need to assign them a role to grant access.

See also:

Manage users

Assign a role to a user

Assign an On-demand licence to a user