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How to invite self-service users to an organization

Company administrators can invite self-service users to join their organization.


Do not try to add a new user. This will fail with the error message as shown below.




Instead, after logging into, navigate to the account page.


1. Mouse over the name in the top-right corner of the page, and click the Manage Users link.




2. From the user page, click the Invite Users button.




3. The following window will pop up asking you to invite a user to your organization.




4. Fill the form and click on Send Invite button. This sends out an invitation link to the email addresses indicated.





5. When a recipient clicks the invitation link, the user is registered to the account and taken to the account page. If they are not logged into a portal account, they will need to complete the login process, after which they are redirected to the account page.



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Last update:
‎01-31-2018 08:53 AM
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