User Management
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      3. User Management

      User Invitations

      Inviting colleagues to join your Channel Program account is straightforward. Follow the steps below to add new users to your main company profile.

      Inviting New Users

      1. From the side navigation click Company Profile.
      2. Select Manage Users.
        ManageUsers_1
      3. Select Invite Users.
      4. Type the email addresses of the users you wish to invite, separating multiple addresses with commas.
      5. Choose the role for the invited users. NOTE: The selected role will apply to all emails entered.
      6. Once the emails are entered and the appropriate role is selected, click Send to send the invitations.

      For instructions on inviting users to customer profiles or franchise/affiliate locations, please refer to the relevant guides.

      Managing Pending Invitations

      Managing invitations is limited to deleting the invitation that hasn’t been accepted.

      1. From the side navigation click Company Profile.
      2. Select Manage Users.
      3. Click Pending Invites.
        ManageUsers_2
      4. Find the invitation you want to remove.
      5. Click the trash can icon next to the invitation.
      6. Confirm by clicking Remove.

      Tip: To delete multiple invitations at once, select the checkbox next to each invitation and click Remove All Selected. Confirm by clicking Remove again.