Invite a new user to your environment on the eConnect platform and assign the right role.
As an administrator you can invite new colleagues to work on the eConnect platform. The recommended method is Invitation by email: the invitee receives an activation link and adds their own details. You choose a starting role during the invitation and can always change it later.
Click on Users in the side menu of the platform.
Click the invitation button in the bottom right corner of the screen. On hover, two options appear:
Note: the “Invitation by email” option does not work if the invitee uses a shared email domain (such as a generic company domain already linked to another environment). In that case, the user would create a new environment instead of being added to yours. Use the Add user option instead.
Enter the email address of the person you want to invite and choose a starting role: Basic user, Advanced user or Administrator. This is the role the user starts with. You can always change the role after the invitation via Users in the platform.
Click Invite to send the invitation. The invitee immediately receives an email with an activation link.
Tip: invite colleagues with their business email address. This email address is also used for notifications and password recovery.
The role determines what the new user can do on the platform:
Every new user receives the Basic user role by default. You can always change the role after the invitation.
Go to Users, click the user's name and adjust the role. The change takes effect immediately; the user does not need to log in again.
In the user overview you can see the status of each user:
If an invitation does not arrive, check whether the email address is correct and ask the recipient to check their spam folder.
After inviting a user you can determine which organisations they have access to. Go to the relevant organisation and add the user as Member (view and send documents) or as Organisation administrator (also manage members).
Note: an invited user only has access to documents once you have added them to at least one organisation.
Every invited user receives the Basic user role by default. The administrator can afterwards adjust the role to Advanced user or Administrator via user management in My environment.
The invited user receives an email with an invitation link. If they do not yet have an eConnect account, one will be created when they accept the invitation. If the user already has an account on another domain, the account will be linked to the environment.
The invitation adds the user to the environment. You then need to add the user separately as a member to the desired organisation(s). Only after being added to an organisation does the user have access to that organisation's documents.
Yes. If your organisation uses eHerkenning but someone needs access without it -- for example an accounting firm or an external contact -- an administrator can invite that person via User management on platform.econnect.eu. The invited user receives an invitation email and creates an account with an email address and password. eHerkenning is not required for regular platform access.
Security advice: logging in with only a username and password is strongly discouraged. Always enable two-factor authentication (2FA) for such accounts. eConnect will make 2FA mandatory in due course -- whether via an external identity provider or not. Anticipate this by enabling 2FA now.
Want to learn more about the different roles and permissions? Read the overview in Roles and permissions on the platform.
Invite a colleague