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How to add a new user: user invitations and registration

In Sendigram, admins can invite additional team members to collaborate on campaigns, manage contacts, or oversee account settings. Adding users is done through a secure invitation process, ensuring only authorized people gain access.

1. Who Can Add Users?

  • Only admins can invite new users.
  • Regular users cannot create or manage other user accounts.

2. Adding a user

  1. Log in as an admin.
  2. Go to Account Settings → Users.
  3. Click Add user.
  4. Set Functional permissions:
  5. Click Save.

3. What Happens Next (Registration by Invitee)

  • The invited user will receive an email invitation.
  • They must click the link in the email to accept the invitation.
  • They'll be prompted to:

       1. Create a password.
       2. Fill in their profile details (name, company).
       3. Log in for the first time with their new credentials.

4. Invitation Status

In the Users section, you can track invitation status:

  • Not verified – invitation sent, waiting for the user to accept.
  • Active – user has registered and now has access.
  • Expired – if the invitation isn't accepted within the validity period (e.g., 7 days).
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