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Inviting Users

In this guide:
  • Access the Users settings
  • Invite team members by email
  • Understand the new user onboarding flow
  • Review user permission rules

Overview

Add team members to your Dray Dog organization so they can help manage containers and appointments. Follow these steps to send invitations.


Invite Team Members

  1. 1

    Access User settings

    Go to the Settings page in Dray Dog, select the Users tab, and click the Invite Users button.

  2. 2

    Enter email addresses

    Enter the email address of the team member you want to invite. You can enter a single email or multiple emails at once. Then click the Invite Users button to send out the invitations.

    Invitation dialog with email address entry🔍 Click to zoom
    Invitation dialog with email address entry

Next Steps

Once you send an invitation, the invited team member goes through a short setup process:

  1. 1

    Receive the welcome email

    The invited team member receives an email from notifications@draydog.com.

  2. 2

    Activate the account

    The user clicks the link inside the email to begin account setup.

  3. 3

    Set up credentials

    They create their username, set a password, and accept the invitation to join your organization.


Important Rules to Keep in Mind

ℹ️Note
  • Management permissions: Only management users can invite or edit other management users.
  • Regular user limits: Regular users can invite new members to the platform, but they cannot assign management roles to them.