Inviting a User to Your Account

Inviting a User to your Account allows them to view and collaborate on data, Contacts and Engagements within your Account.  Invitations are typically reserved for your team, whether they be coworkers or other contracted individuals that you would like to have access to your Omnigage Account.

1. Click on the Settings icon in the main navigation.
2. Click on Users.
3. Click the ADD USER button.
4. Enter the email address of the person that you are inviting to your Account.  You may optionally elect to grant them additional roles within your Account.
   The Account Admin role allows a User to manage existing Users on your Account and invite additional Users to your account.
   Compliance Admin role lets the User review, approve or decline Engagements when Pre-Compliance or Post-Compliance are enabled on your Account.
5. Submitting the form will send an invitation email to the specified email address.  The recipient will be prompted to log in to their existing Omnigage Identity if they have one, or create a new Omnigage Identity.

Once the invited User has accepted your invitation, their User record will be listed in the Users table.