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How to Invite a New User
To invite new users to use Beamery, navigate to the 'Settings' page by clicking your name in the top-right corner of the page and choosing 'Settings' from the dropdown menu.
Note: If your company uses Single-sign-on with Beamery, then this process might be slightly different. It is best to verify the correct process for setting up SSO users with your internal IT/security team.
From the "Settings" page, click "Users". This will open a window that displays all existing users of your account.
Click the "Add User" button at the top right corner of the page. Enter the new user's email address and select the appropriate permission level for that user. Once completed, click "Send" and an invitation email will be sent to the specified email inbox.
When inviting a user, be sure to select the relevant permission level for that user. You can edit the permission levels at a later date by clicking the dropdown to the right of a current user's name.
Once an invitation has been sent, pending invites will show at the top of the list. Monitor invites and resend invitation email from here.
Note: If the invitation to Beamery is not found in the inbox, please request that the recipient check their spam folder. If the invite still cannot be found, you can cancel the pending invitation in Beamery and send it again.