Logistic management has never been a one-man job; in an ever more complex world, it will never be. With a few easy steps, you can invite new users to your organization, giving them roles and allowing them to use functionalities you decide.

This article covers the following:

1. User access rights
2. Tailor the invite
3. Accepting the invite
4. Other related functions

1. User access rights

Before sending out invites, you will have to configure the user’s access rights in the Roles menu. You might not get the expected role of the user correct the first time, but do not worry; roles are highly customizable both before and after the user has been invited to the organization. Either make a new tailored role or adjust one of the five existing and default roles in the sub-menu Roles.

2. Tailor the invite

To find the invitation side, go to the Organization menu and open the Users sub-menu. You will find ‘+ Invite user’ button in the top right corner. Click this, and a side panel will appear on the right side of the window.

The invitation creation consists of four steps:

1. Email address
2. Role
3. Teams
4. Message

The Email address is the one who will receive the invite. If the user is already part of an organization, consistency in using this address is important, as it will allow the user to move agile through organizations.

Adding a role to the user is mandatory, as the access rights and possibilities of the user have to be predefined. Click the field and select the one needed in the drop-down.

A Team is voluntary to select, and you can permanently add or remove it later. In the invite process, click the field and select the Team needed in the drop-down menu.

The message field is for you to add any related information you believe the person might need – or maybe just a short and heartfelt welcome!

The last thing needed is to send the finalized invite to your new user.

3. Accepting the invite

To accept the invitation and join the organization, the person shall go to their mailbox and open the invite.

Clicking ‘Accept invite’ will open the platform in a browser, and the person has to open the organization it is invited to finalize the process.

4. Other related functions

Invitations will be visible in the user menu when sending out invites to people. Here you can handle and follow the invitation process and even resend the invitation if you become impatient.