Invite Users to mattero
As a primary user, inviting your team should occur after your initial mattero setup. View the mattero Initial Setup article for more information.
Inviting Users to mattero
To invite users to mattero:
- On the sidebar, select System (
).
- Select User Accounts.
- If the user has an account with mattero, select Invite User.
- If the user does not have an account with mattero, select Create User, then follow the process outlined in the Create User Accounts article.
- In the window that opens, select Send Email.
- If the User account has an email address saved, this will prefill; if not, enter their address manually.
- If the User account has an email address saved, this will prefill; if not, enter their address manually.
- Alternatively, select the Copy icon on the Registration URL and paste the address into a separate message.
- The User will receive an email notifying them of your invite; they will need to select Set up Account to proceed.
View the Guidance for First-Time Users article for more information.
Further Reading
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