Add and invite your team

You add people to your business from Business Manager → Users. One button, Create User, handles both ways of onboarding someone: create them as active right now, or send them an invite to activate themselves.

Create an active user

Use this when you already know the person's login details and want them working immediately.

1. Go to Business Manager → Users and select Create User.
2. Enter their name, email, and mobile number.
3. Set the status to Active and enter a password.
4. Save.

The account is created active and verified, with the password you set. The person can sign in straight away with their email, mobile, or username.

Invite a user to activate themselves

Use this when you would rather the person set their own password.

1. Go to Business Manager → Users and select Create User.
2. Enter their name, email, and mobile number.
3. Leave the status as Inactive.
4. Save.

NuForce emails the person an activation link. When they open it and set a password, their account becomes active and verified. Until then it stays inactive and cannot sign in.

Resend an activation email

If the invite did not arrive, you can send it again.

1. Open the user from the Users list.
2. Go to the Security tab.
3. Select Resend activation email.

If the account has no email address on file, add one first: there is nothing to send the link to otherwise.

Seats and your plan

The number of active users you can have is set by your subscription. If you have reached your plan's limit, creating another active user is blocked with a message. You can still create the user as inactive, or upgrade your plan to add seats. Inactive users do not count against the limit until they activate.

Sign-in identities

Team members can sign in with any verified identity on their account: email, mobile number, or username. Agents who were set up with a username can use that username to sign in.

Related

• Reset a password
• Roles and access