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Inviting New Users To VisualDLP

Article sections

    What you’ll need

    Unique email address for each user you want to invite.

     Steps

    1. Log into VisualDLP as an Admin user then from the Dashboard, click on the Order Management Module.
    2. Click on People/Invitations
    3. Select the Business Unit and Module you want to invite the user to. Then select the role.
    4. Click Invite
    5. Next fill out the first and last name of the user and enter their email address.
    6. Finally, click Invite

     What you’ll end up with

    Invited users will receive and email asking them to register an account with a unique username and password and enter an email they want to use. If the username or email has already been taken, they will be alerted. Once they create the username and password, they will receive a second email to confirm their account.

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