Sharing information with others is an important part of the system, so we’ve tried
to make it easy to invite others to join your account.
When you create an invitation, you choose what level of access you’d like the user
to have, and we send an email to them which contains details of how to accept your
invitation. If they’ve already signed-up, accepting your invitation will add yours
to their list of available accounts; if they’re new, we’ll ask them to sign-up and
then give them access to your account. Once accepted, the invitation you created
is converted into a user on your account at the level of access you specified.
Levels of Account Access
Choose the level of access you give to users carefully, as it has a strong effect
on what they are able to do within your account. There are three levels of access
that you can give to your account:
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Viewer
The user can view the basic profiles of all people in the account, and talent records
of any unrestricted people, or those specifically shared with them. They can also
see and add notes to any plans which have been specifically shared with them, but
otherwise cannot make any changes to any people or plans. You should give this level
of access to users who you would like to ‘see but not touch’.
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Editor
The user can view the basic profiles of all people in the account, and can edit
both the basic profiles and talent records of any unrestricted people, or those
specifically shared with them. They can add new people, and create new plans to
be shared with others, as well as being able to view, edit, or control any plans
which have been specifically shared with them. You should give this level of access
to users who you would like to be able to make changes to people and plans, but
who should not have unrestricted access to all people and plans.
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Administrator
The user has unrestricted access to information in the account. They can view/edit/delete
all people (both basic profile and talent records), view/edit/delete any plan, and
can create new people, plans and public pools. In addition, they can customize the
account, invite other users, or take a backup of the account’s data. In effect,
they have the same privileges as the owner of the account, without being able to
change the billing and package details, or the account owner. You should give this
this level of access only to highly-trusted users who you would like to be able
to see and make changes to any information in your account.
Managing Your Invitations
The number of users you can have is limited by your account’s package, and you are
able to create as many invitations as you have free user ‘slots’. Once you reach
your limit you can only invite more users by doing one or more of the following:
upgrading your package, removing existing users (who will then no longer be able
to access your account) or deleting outstanding invitations (those users will no
longer be able to ‘accept’ any invitation email they received).
You can resend an invitation email, or delete an outstanding invitation at any time
from the list of invitations.
Hint: Invitation emails can occasionally be mistakenly identified
as ‘spam’ or ‘junk’ email, and may take up to an hour to arrive at the recipient.
If an invitation has not been received, double-check the email address is correct,
try resending the email, and ask the user to check their spam/junk folder.