This article provides step-by-step instructions on how to invite new users and assign them either the Panel Administrator, Local Group Administrator, or Local Group Manager role.
Prerequisites
- To invite a Panel or Local Group Administrator: You must have the Super Admin role.
- To invite a Local Group Manager: You must have the Super Admin role OR be the Local Group Admin that owns/manages the specific Local Group.
Steps:
Invite a New Panel or Local Group Administrator
- Select Local Groups and Users under the Admin Tools menu.
- Locate the Administrators Group and click on the three vertical dots to its right.
- Select Invite New > Administrators in the pop-up box.
- Enter the full name and email address of the person you wish to invite, and then click Next.
- Select the type of administrator role: either Panel Administrator or Local Group Administrator. Click Next.
- Select to provide the user with the rights to Approve/Decline requests or Buyer Rights. Click Next.
- Choose “How would you like to notify *Admin Name* about getting started?”.You can select an automated invitation email to be sent to them, or you can request a link and can send it yourself to the user. Click Finish to complete the invitation and send the email or receive the link.
- Click Finish to complete the invitation and send the email or receive the link.
Invite a New Local Group Manager
- Select Local Groups and Users under the Admin Tools menu.
- Locate the specific local group you are managing and click on the three vertical dots to its right.
- Select Invite New > Local Group Managers in the pop-up box.
- Enter the full name and email address of the person you wish to invite, and then click Next.
- Ensure that the Local Group Manager role is selected and click Next.
- Select to provide the user with the rights to Approve/Decline requests, Local Panel Management, or Buyer Rights. Click Next.
- Choose the appropriate Administrator for the user to be managed by, and click Next.
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Choose “How would you like to notify *Manager Name* about getting started?”. You can select an automated invitation email to be sent to them, or you can request a link and can send it yourself to the user. Click Finish to complete the invitation and send the email or receive the link.
- Click Finish to complete the invitation and send the email or receive the link.
Resend an Invitation
Use this option when an invited Administrator or Manager has not received or acted on their original invitation.
Steps
- Navigate to the invitations tool:
- Super Admin or Local Group Admin: Go to Admin Tools ▸ Local Groups and Users.
- Click the bubbled number under the Invited column.
- Locate the invited user you need to resend the invitation to.
- Click the blue arrow next to their name.
- Select Resend this invitation.
- A new email notification is sent to the user, and a new attempt appears in the Resent column.
Delete an Invitation
Use this when an invitation was sent in error or the user should no longer receive access as an Administrator or Manager.
Steps
- Navigate to the invitations tool:
- Super Admin or Local Group Admin: Go to Admin Tools ▸ Local Groups and Users.
- Click the bubbled number under the Invited column.
- Locate the invitation you want to delete.
- Click the blue arrow next to the user’s name.
- Select Delete this invitation.
- The invitation is removed, and the previously issued link can no longer be used.
Results / Validation
- You will receive a confirmation message that the invitation has been sent, and the user will appear in the system with a pending status.
- Resending an invitation increases the count in the Resent column.
- A deleted invitation is removed from the list immediately.
What's Next / Related
Limits & Notes
- Administrators/Managers can only register under one local group.
- Deleting an invitation invalidates any previously sent links.