Inviting Team Members

Introduction

As an Admin, you can invite new team members to your InfoBox organization. Each invited user receives an email with instructions to create their account and log in.

How to Invite Users

Follow these steps:

• Log in to app.infoboxi.com as an Admin.
• Open Settings → Users from the menu.
• Click Add user.
• Enter the user's name and email address.
• Select their role: Admin (full access) or User (manages assigned screens).
• If choosing the User role, assign the screens they should have access to.
• Click Save or Send invitation.
• The user receives an email with login instructions.

Managing Existing Users

You can also:

• Change a user's role at any time.
• Add or remove screen assignments for User-role accounts.
• Remove a user from the organization.
• Resend the invitation email if the user didn't receive it.

Troubleshooting

Common issues:

• If the invitation email doesn't arrive, ask the user to check their spam folder.
• If a user can't see certain screens, verify their screen assignments.
• Only Admins can invite and manage other users.

Summary

Inviting team members is quick and straightforward. Assign the right role and screens to each user to keep your organization organized and secure.