In order to invite users to Edi, please follow the steps below:
1) Click on your name in the bottom right corner, then click Admin. The Admin settings will open in a new browser tab. You must have Admin credentials to invite users to Edi.
2) From the Users tab, click on the Invite Users button on the right hand side.
3) Enter the email address of the first user you wish to invite to Edi and press Enter. If you wish to add more than one user, you can add the additional email addresses of the users and press Enter for each additional email address.
4) Click on the arrow and select the role that the user(s) will have. You can select between Manager, Basic and Power user roles. If you are unsure of which role to select, we recommend that you first review the different user roles in this tutorial.
Important: if adding multiple users, the role selected will apply to all added users. Therefore if you wish to apply different user roles to different users, we recommend adding all users of one role, then adding for the next role separately.
5) If you wish to add Admin permissions to the user(s) added, click on the check box to select this option. (Optional)
6. Once you have added the user(s) and selected their role and Admin status (optional), click the Send Invitations button.
The user will then appear in the Pending Invites tab. The user will have 5 days from the moment the invite is sent to accept the invitation to join Edi. If required, the Admin user can resend the invite if the invited user did not receive the invite correctly in their email inbox or cancel the invitation of a user to Edi by clicking on the three dots on the right side of the corresponding pending invite.