Overview
You can invite team members to access your Ocerra account from the Settings - Users section. Once invited, the user will receive an email with a temporary password.
(!) Before inviting a new user, please review the role matrix here.
Steps to invite a user
- Go to Settings → Users
- Click + Invite User
- Enter the user's name and email address
- Assign the appropriate role(s)
- Click Send Invite.
The user will receive an email with their login details and a temporary password. After logging in, they must change the password in their profile settings.
(!) To add Roles - start typing a role name, e.g. accountant or employee
Notes
- There is no limit or additional cost to the number of users you can invite to Ocerra.