Invite users to Equidesk

Users are people in your organization, or external companies that will be logging in and using the system. To add users, you will need to invite them. This can be done through your accounts page.

To invite a new user:

• Click on your Profile picture in the top right corner and select Users.

At the top of this screen you can see how many licenses you have, and how many are being used.

Below this, you will see all users that have access to the system, which includes you.

• Click on the Invite User button. (Bear in mind you need to have sufficient user licenses).

On this modal pop-up, you can now select from the drop down the type of user you want to invite.

Admin users, have the highest permissions, and can view all facilities. Admin users have read, write and delete permissions by default.

Regular users & Regular groups, usually for your staff such as maintenance and cleaning departments, as well as external contractors, you may want to give access to. You can restrict access for regular users to certain facilities as well as set them to read only permission.

• Select the type of user, click on Next.

• Enter the user's email address. After you have typed the email address, click comma button or tab on your keyboard. You can invite multiple users by separating each email with a comma.

• Once you have added all the email addresses, click on the Next button.

• On the next screen you can adjust their permissions, or leave them as it is.

An email will then be sent to those users with an activation link, they will then need to setup their password and complete their profile before using the system.

You will notice now that an invitation pending icon has been highlighted on the Users page. Once the user has clicked the activation link this will turn to active.