Adding New Users

Inviting new users to your network is a straightforward process managed from the admin dashboard. This guide covers the steps for sending an invitation and what the new user needs to do to complete their registration.

Before You Begin?

To add new users, you must have admin access as a business owner or staff member. This is required to access the admin dashboard.

Part 1: Sending the Invitation (Admin Steps)

1. Log In and Navigate: Log in to your account at isofy.io and go to the Admin Dashboard.
   
   

2. Go to Members: Select the Members tab from the side menu.
   
   

3. Add New User: Click the Add New User button.
   
    
   
   
   

4. Enter Details: Fill in the user's Name and Email Address.

5. Assign Network: From the dropdown menu, choose the network you want to place the user on. This ensures they have the correct access as soon as they sign up.

6. Send Invite: Click Add. This automatically sends an invitation email to the user with a link to create their account.

Part 2: Completing Registration (User Steps)

After you send the invitation, the new user will need to complete the process. Here’s what they will do:

1. Open Email: The user will receive an email with a unique registration link.

2. Follow Link: They must click the link in the email to open the sign-up page.

3. Complete Form: On the page, they will fill in the remaining required information and click Sign Up.

4. Confirmation: If the details are correct, they will see a "Sign Up Successful" page, confirming their account is now active.
   
   

Important Note: Link Expiration

For security purposes, the registration link sent in the invitation email will automatically expire two (2) weeks after it is sent. If a user tries to use an expired link, they will see an error.

If a user's link has expired, you will need to resend the invitation from the admin dashboard by following the steps available here.