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How do I invite users to an account?

Help Center   ❯  InstantData   ❯  Getting Started on InstantData


AtData customers can now invite users to their account.

To invite a new user, go to settings:

Instantdata-settings-invite-users

Once in settings, you will see Account Users:

Instantdata-settings-add-user

Clicking on the plus sign will show the form to add users and a list of current users on the account.

To invite a new user, fill in the email, First Name, Last Name, and choose a role. 

For more information on roles, see InstantData Client Roles:

Instantdata-settings-user-list

The invited user will receive an email to login and join the account.  This email is only valid for 72 hours.

Instantdata-settings-temp-link

Clicking on Edit users will bring up the ability to change assigned roles or delete the user.  Click Save when done editing to apply changes.

Instantdata-settings-user-list-new