Invite a user to access your account

​​1. All Accounts are displayed on the home screen as follows:


2. Click on the required account.

3. Click on the Manage users menu as follows:


4. Click on the Invite user button.

5. Enter the email address of the user you would like to send the invitation to.

6. Click on the functions required.

7. Enter an End date if required.

8. Click on the Send invitation button.

9. The pending invitation is displayed as follows:

10. The user will be emailed an invitation.

11. Once the user has responded via the link in the email, the pending invitation will no longer be displayed.​

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