Graduating Guests to Members

Here's how to graduate a guest to a member within the admin dashboard:

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Part 1: Graduating the Guest to a Member

1. Access the Users Section:

   • Log in to your admin dashboard.
   • Navigate to the "Users" section.

2. Locate Guest Accounts:

   • Within the "Users" section, find and click on the "Guests" tab or filter.

3. Search for the Guest:

   • Use the search bar to locate the guest account by their email address.

4. Access the Guest's Profile:

   • Click on the guest's profile to open their details.

5. Locate the Virtual Network Setting:

   • Within the guest's profile, find the "Virtual Network" setting.

6. Open the Network Selection Dropdown:

   • Click the dropdown menu next to the guest's current network.

7. Select the Member's Private Network:

   • Search for and select the private network the guest should be assigned to.

8. Update the Network Setting:

   • Click the "Update" button to apply the changes.

Part 2: Sending the Account Setup Invite

9. Navigate to the Members Section:

   • Go back to the "Users" section in the admin dashboard.
   • Click on the "Members" tab.

10. Search for the Member:

    • Use the search bar to find the member's profile by their email address.

11. Access the Member's Profile:

    • Click on the member's profile.

12. Locate the Email Invite Icon:

    • Look for an envelope icon within the member's profile.

13. Send the Email Invite:

    • Click the envelope icon. This will send an email invitation to the member, prompting them to set up their isofy account.
    • The member should receive an email from [email protected] with instructions on how to create their account.