Invite a User

By default, only Organizational Admins can send invitations to users.

  1. Click on Settings--> Administration-->User.  This will display a list of current users

       2.  Select the Invite User button.

     3.  Enter Email AddressFirst NameLast Name, and select a Role.

     4.  If you make an error to start over, click the Reset button to remove previous text.

     5.  Click the Send Invite button to complete the invitation.

 

IMPORTANT:  The link in the activation email will expire after 72 hours.  The new user must activate their account within the allotted time.  If the time expires, an Organizational Admin can resend a verification email to that user.  See Resend a Verification Email section for more details.

 

Invitation Limitation

PCX limits the number of users that can be invited based on the number of licenses purchased by the organization.

 

 
 
Was this article helpful?
0 out of 0 found this helpful

Articles in this section

See more
2024 Client Training Schedule
See the full list of web training events scheduled for 2024. Watch completed training sessions or register for upcoming events.