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Invite team members to access your Instant dashboard

To invite members to your Instant dashboard, navigate to Users → Invite Users

To add a new user: 

  1. Navigate to the Instant Dashboard and log in. 
    Screenshot 2024-11-13 at 3.42.26 PM


  2. Once logged in, go to the Users section in the side navigation menu.
    Screenshot 2024-11-13 at 3.14.27 PM


  3. Click on the Invite User button.
    Screenshot 2024-11-13 at 9.10.27 AM

  4. Enter User Details
    In the pop-up window, enter the email address of the new user and select the appropriate permissions for their account. Once you have set their permissions, click Send Invite.

    Screenshot 2024-11-13 at 9.11.54 AM (2)
  5. An invitation will be sent to the new user's email addressScreenshot 2024-11-13 at 3.47.40 PM

  6. The new user will receive an invitation email. They should click the Join button in the email to begin the process.

  7. After clicking Join, the user will be directed to the login page. Note that there is no sign-up option on this page. The user can log in using their email address and a One-Time Password (OTP) sent to their email.