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How to Invite a user

How to invite or provide access to your colleagues or customers to your organisation

We have implemented an improved user invitation flow to better reflect all the levels of access that are available in EasyDMARC. If you want to have full control over resources your invited users have access to, simply follow the below steps:


1. From the new Profile menu select Users under Organisation Settings

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2. You will be presented with a new User Management page that allows you to perform different actions for selected users, such as manage their access or revoke access to your Organisation. From here you can also invite new users and set their roles. Click on Invite new users:

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3. A new modal window will appear where you can:
    1. Provide email addresses of all the users you want to invite to your Organisation.

      Note: Click on "Enter" button on your keyboard to confirm the email address.
    2. Choose the access level, should it be Organisation level? Product level? Or perhaps Domain group or just the domain level? 
    3. Select the role for all Users, depending on the level it can be Admin or Editor.

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4. The system will prompt you to select which product (EasyDMARC and/or EasySender) the user should have access to. You can choose either product or grant access to both.

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5. Once you make your selections and click the Send invitation button, all users will receive a dedicated email with a notification about their new role and a link to access your Organisation.

 

Note:

It is important to inform the user that they must access the platform using the invitation email they receive in their inbox. They should use the link provided in that email to log in and activate their access.

Users should not attempt to log in directly from the EasyDMARC website, as doing so may result in the creation of an additional account and cause access issues. Always advise them to access the platform through the invitation email link.