Step 1: Navigate to User Management
From the Home page, click on Settings to access the User Management page. In the top-right corner, click on the Invite User button.
Step 2: Enter User Details
A form will appear prompting you to enter the following information:
First Name
Last Name
Email Address
Step 3: Assign a Role
Select the appropriate role for the user:
Owner: Has access to organization settings and audit logs.
Member: Can perform email searches and view search results.
Choose the role based on your organization’s access policies.
Step 4: Send or Share the Invitation
After filling in the required information and selecting a role, you have two options:
Copy Invite Link: Click this to copy the invitation link to your clipboard. You can then share it with the user directly via chat or save it for later use.
Send Invitation: Click this to send the invitation link directly to the user’s email address.
Step 5: User Onboarding
The invited user will receive an email with a secure link. Upon clicking the link, they will be redirected to the login page where they can create their password.
After completing the setup, the user will be successfully onboarded and welcomed to Blockmail.