Invite an enterprise user
Last updated
Last updated
© Ascertia Limited 2024
SigningHub enables you to invite users to your enterprise through emails. The users accepting your invitations are brought into your enterprise as the registered enterprise users. You can search the invitation records on the basis of user's name/ email, and can also sort them in ascending or descending order as required.
A user invitation can have three different statuses:
| User Status | Description |
|---|---|
Pending | This status implies that the user has not responded to your invitation. The enterprise admin has option to resend or remove the invitation. |
Activated | This status implies that the user has accepted your invitation and activated their account. Activated users are the registered enterprise users, and hence they are shown in the "Registered Users" tab only. |
Declined | This status implies that the user has rejected your invitation. The enterprise admin has option to resend or remove the invitation. |
Login with your enterprise admin credentials.
Click "Configurations" from left-menu and click "Users" under "People" options in "Enterprise Configurations" section.
Click "Send an invitation" in "Invitations" section.
Specify Name, Email, and Role of the user in the provided fields. The default role is automatically selected for the invitee, change it as required.
Click the "Submit" button. An invitation email and web notification will be sent to the invitee with the account registration link.
In case registration is disabled at System level , invitation can not be send to non-register users.
Login with your enterprise admin credentials.
Click "Configurations" from left-menu and click "Users" under "People" options in "Enterprise Configurations" section.
Select the user you want to resend invite to and click "Resend invite" from right panel. The invitation email will be resent to the user.
Login with your enterprise admin credentials.
Click "Configurations" from left-menu and click "Users" under "People" options in "Enterprise Configurations" section.
Select the user you want to resend invite to and click "Withdraw invite" from right panel.
Click "Withdraw" from the confirmation dialogue. SigningHub will invalidate the invitation link(s) that have been previously sent to the invited user(s).
You can export the users invitations to an excel sheet file (xlsx) by clicking "Export to excel" available under "Invitations" section. The excel sheet file is downloaded to your local Downloads folder.
