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How to Invite New Users

If you are an account owner or manager, click on the settings icon and select ‘Users’ to invite new users.

In the user management screen, click ‘Invite a User’.

Enter the team member’s First Name, Last Name and Email. The email you enter will be the same email used to log into Legrand Cloud CRM. Select a User Role and click ‘Continue’ to invite the team member.

NOTE: The Owner or Manager can set specific user permissions for a Standard User once the team member accepts the invite and creates an account. Click here to find out more about user roles and permissions.

Confirm that the name and email address is correct and click ‘Send Invitation’.

Click ‘Close’.

In the user management screen, you can find the pending invitations. You can also resend the email invitation or delete it.

Accepting the Invitation and Creating a New User Account

Go to your email inbox and select ‘Click here’ to accept the invitation.

Click ‘Create New User’ to create a new user account.

Enter your first name and last name and create a password. Accept the terms of use and then click ‘Proceed’.

Updated on 8 September 2022

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