Creating a new user

Is a new colleague starting, or would you like to give someone access to your dashboard? In this article, you’ll learn how to create a new user and choose the most convenient way to send the invitation.

Create a new user

Step 1: Go to Settings on the left side of your dashboard.
Step 2: Click on "Invite a new user."

Step 3: Fill in the new user’s details (name and email address).
Step 4: Select the appropriate role

Step 5: Click Invite a new user to confirm

You can now choose how to send the invitation: via email, WhatsApp, or by copying a link.

Option 1: Send invitation by email

When you choose email, the user receives an invitation directly in their inbox. 

• Didn’t receive the email? Ask the user to check their spam folder.
• Is the email address incorrect? Go to Settings > Users and click the pencil icon next to the name to update it.
  

Option 2: Send invitation via WhatsApp

You can also share the invitation directly via WhatsApp using either the app or WhatsApp Web.

Using the WhatsApp app on your computer
Step 1: Click Open WhatsApp.
Step 2: The app opens. Select the contact you want to send the invitation to.

Using WhatsApp Web
Step 1: Click Continue to chat.
Step 2: Choose Use WhatsApp Web.
Step 3: WhatsApp will open in your browser. Select the contact and send the link.

Is this not working? Try selecting an alternative method to send the invitation.

Option 3: Send invitation via link

Click on Copy invitation to generate a personal link. You can now paste this link wherever you like—by text, email or any other tool your team uses.

Do you still have questions after reading this article? Feel free to send us an e-mail to support@orbisk.com or call us on +31 302270651.