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3.4 Invite users to an organisation (non tenancy)

3.4 Invite users to an organisation (non tenancy)

Change user email address

As a temporary workaround you can add the new user email, then remove the old users email address.

Invite a new email address user

 

  1. Click on 'organisations' in organisations drop down menu.

image-20240123-152429.png

 

  1. Select the organisation you wish to add the new user to and press ‘invite users’

Screenshot 2024-01-23 152657-20240123-152723.png
  1. Enter username, new email address and select a role.

 

Accept the invitation email

  1. The new user email will receive an invitation email, click the link in the invitation email.

 

  1. You will be re-directed to the Portal login page.

 

  1. If invited user does not have a Portal account, they need to create an account with the invited user email address.

  2. If invited user already has a Portal account, they need to sign in with their normal user credentials.

  3. Once logged in, the user will see the organisation that invited them.

Delete old user email

  1. Send an email to hello@roboshadow.com from the old user email address requesting the user to be deleted.

  2. You will receive a confirmation email when the user has been deleted.

 

End

 


 

 

 

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