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How to invite new users to a team?

Thu, 29 Jul, 2021

Inviting new user:

  • Open the Users page from the Users & Teams dropdown. The Invite users button can be seen on top-right corner.

User Page

  • Click Invite users button and the Invite new users dialog box opens up.

Invite Users Pointed

Invite New Users

  • Select the team from the drop-down in which the user is to be added.

Team Dropdown Invite Users

  • Enter the email ID then click Add button and click the Invite button.

Email Section Invite Users

  • If the user already exists as a part of other organization, then you will get an error message as follows:

User Invite Error

  • If the user is not part of any other organization, then the invite is successful.

Invite User Success

User invitation in email:

  • The user gets invitation in the mail as below and the user shall accept invitation.

Invite User Mail

Account creation through User Invite:

  • After clicking Accept Invitation button, the user can login with Google or Microsoft account by clicking the respective button. In such a case user should only use the account of the email ID to which the invitation was sent.

New User Password

  • Otherwise the user can Create Password, add First Name, Last Name, and Phone number (optional) for their account.

New User Details

  • The user is successfully added.

Note:

  • The account admin can add new users to any team by sending invites. The team admin can invite new users only to their team.
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