As an administrator you can invite new colleagues to work on the eConnect platform. The invitee receives an email with an activation link and can get started as soon as their account is created. You decide which role the new user receives.

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:

• Active: the user has accepted the invitation and can log in
• Invited: the invitation has been sent but not yet accepted
• Blocked: the user has been temporarily blocked by an administrator

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.

Want to learn more about the different roles and permissions? Read the overview in Roles and permissions on the platform.

• Roles and permissions on the platform
• Make a user administrator
• Revoke a user's access to an organisation
• Create and assign a relationship manager
• The platform structure: environment, user and organisation