Add a User, set their access level and invite them

• Only an Administrator may Add a new User, set their access level and invite them to access Voltelligent.
• A User is anyone who has been invited to access Voltelligent.

To Add a User, set their access level and Invite them to access Voltelligent:

• From the Dashboard click the Admin tile at the top left corner.
• Click the Users tile.
• Click the Add New tile.
• Complete the required fields and ensure the Active and Send invite boxes are checked.
• If the User is a customer select the customer Library that they will be permitted to access.
• Click Add and the User is added to the Users list.
• They will be sent an invite email that is active for 72 hours with a link to follow to activate their account.
• The email will often be found in their junk folder due to incoming email screening.

To invite a User directly from a customer Library:

• Select a customer.
• Below their address information to the right of Location: click the Share link.
• Enter their contact information and click the Send Invite button.
• The invitees role will automatically be set as customer with read only access.