When you invite a new user to our platform either directly, by publishing, or assigning, the user will receive an email invitation to register. The email slightly varies for inviting guest contacts vs internal users since guest contacts can create their own organization.
This article covers the following topics:
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When invited to join our platform, guests will receive an email notification similar to the example below. Clicking on the Get Started button starts the registration process:
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On the following registration window, guests can edit their profile details mentioned but cannot change their email address. Guests must also set a password and agree to the Terms and Conditions box. We run a password complexity check to ensure strong passwords for all registrations. Once finished, guests can click the Create Account button to create an account.
For more information on our password policy, please see our following help article:
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When invited to the platform, internal users will receive an email notification similar to the example below. Clicking on the Complete Registration button starts the registration process.
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On the following registration window, new users can edit their profile details mentioned but cannot change the Email or Company fields. The Company field is locked for users because invitations grant users access to existing accounts on our platform. Users must also set a password and agree to the Terms and Conditions box. We run a password complexity check to ensure strong passwords for all registrations. Once finished, users can click the Create Account button to create an account.