How to add a New User and Grant Access to the Client Control Panel
User – a person who has access to the Client Control Panel, authorized to perform actions in accordance with the assigned role. The users of the Noventiq Subscription Client Control Panel are not associated with the users of the services that you purchase.
You can grant access to the Client Control Panel to your company’s employees.
To add a new user, you should send him an invitation via the Client Control Panel. After that, the user should complete the registration process using the link from the invitation.
To send an invitation:
- Click the button Users ➂ in the top menu. The section contains a list of users who have access to the account and their roles.
- Click the button Invite user ➃ to initiate adding of a new user.
Filling out the User Invitation Form
After clicking on the Invite button, a window for inviting a new user will open:
- Fill in the form fields:
- Specify the list of e-mail addresses of users that you want to register in the Client Control Panel. Use a space, "," or ";" to separate e-mail addresses.
- Choose the access level that you want to grant to the invited users.
- Administrator rights give you full access to the account capabilities.
- User rights give partial access - the user does not have access to the Client Control Panel, but can be the recipient of notifications.
- Finance manager is read only role. Finance manager has access to all operations except managing subscriptions and managing account's users.
- For more information, see article User roles.
- Click button Invite.
Accepting the Invitation and Completing the Registration
Letter with the subject Invitation from the user… with offer to join to Client Control Panel will be sent to mentioned e-mail addresses after you send the invitation.
The invited user should click on the button Accept invitation in the email.
After clicking the button Accept invitation in the letter, the registration page will be opened.
Then the user should:
- Complete the registration form.
- Receive a letter and confirm his email address to complete registration.
After performing all the actions, the user will have access to the Client Control Panel in accordance with the role assigned to him.