For teams utilizing our AI News and Intel application, inviting additional team members to your membership plan enhances collaborative research and intelligence gathering. This guide will walk you through the process of inviting new users and managing invitations.
Accessing User Management
Profile Access
Click on the 'View Profile' button in the lower-left corner of the dashboard.
Users Menu
Click on the 'Users' menu link to manage and invite team users.
Inviting Team Users
Checking Available Seats
Go to the Users page, where the number of available user seats is displayed. The account owner will be listed first.
If you need to add user seats to your account, go to your Membership Plan, add the necessary number of users, and then return to the Users page to invite them.
Initiating an Invitation
To invite additional users, click the 'Invite User' button in the upper right.
Entering User Details
You'll be prompted to enter the name and email address of the person you are inviting.
Sending the Invitation
Click 'Send Invite' to email the invitation, which includes login details.
Onboarding New Users
New User Onboarding
After accepting the invitation and logging in, new users will be prompted to enter their brief profile preferences. They will then gain immediate access to their dashboard.
Managing User Status and Access
User Status
The status of each individual on the Users page will change from 'Invited' to 'Joined' once they accept the invite and log in.
Removing Users
If necessary, you can remove a user by clicking the delete icon next to their username on the Users page.
Adding Additional User Seats
Increasing Seats:
If you require more user seats, visit the Membership Plan page and adjust the number using the plus (+) or minus (-) icons based on your team's needs
Confirming Seat Adjustments:
After selecting the desired number of seats, you will be prompted to confirm the change. Subsequently, you can return to the Users screen to invite the newly added users.
Conclusion
Inviting team users to your membership plan is a simple yet crucial feature that fosters collaboration and maximizes the platform's utility for your team. With easy-to-follow steps for inviting, onboarding, and managing users, your team can quickly begin leveraging the power of our AI news and intel.
If you encounter any issues during the sign-up process or have questions about our services, please contact us through our chatbot. We are here to assist and ensure that you have a smooth start with our OpsWire AI News and Intel membership.
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