Insites Docs Console PeopleInviting a User to the Console

Inviting a User to the Console

Last updated on June 19, 2024

This document covers two events:

  • Inviting a User to the Console
  • Accepting an Invitation

Inviting a User to the Console

To invite a user to the Console:

  1. Navigate to People from the main menu.
  2. Select INVITE USER.
  3. Fill out the form.
  4. Select SEND INVITE.

The input descriptions for inviting a user are displayed below

Input LabelTypeRequiredDescription
First Name Text Field Yes Provide the user's first name.
Last Name Text Field Yes Provide the user's last name.
Email Text Field Yes Provide the user's email address. Must be a valid email address.
Mobile Phone Text Field No Provide the user's mobile phone number.

Accepting an Invitation

A Console account user gets their invitation through email. Users may accept an invitation using the following steps:

  1. Open the Console invitation email on your inbox.
  2. Select Join Now on the email or paste the invitation link into a web browser.
  3. Set your password. Take note of the following requirements when creating a password:
    • Must have a minimum of 8 characters.
    • Must contain an upper and lowercase letter, a number, and a symbol.
  4. Select CREATE ACCOUNT.
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