How to register/invite a new user in my dashboard?

Nick
By Nick
January 2020
Administrator

How to invite a new user?

You can invite new users to register in your business account from the application User registration available under the Administraton menu in the sidebar.

Only the founder and authorized members are allowed to access this application and invite new users

OpenStudio - Invite new user to register your dashboard
Invite new user to register your dashboard

You simply need to provide an email address and a username. Tip: Once you provide an email address, the username will be automatically filled with a suggested one.

Sent the invitation, the user will receive an email with a link that (s)he can use to create his/her own password and access your dashboard. In the meantime, you can easily manage his personal data even if he has not accepted yet.

Other ways to register users

Once registered, a user has a limited version of the dashboard. In order to fully access the services you need to (or (s)he can) provide the personal data using the application Manage personal data available under the Data menu.

Otherwise, under the User registration application, you can register his/her personal information manually or you can do a complete registration (user+personal data) at the same time.

OpenStudio - User registration / Invitation options
User registration / Invitation options

Did you find this article helpful?
2 out of 3 found this helpful

divider graphic

Related Articles

Sponsored

arrow-up icon