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New User Invitation

If you require to add a new user into your Cloud Depot account you can do so if you are an Administrator.

Inviting a New User to Cloud Depot

If you are an Administrator, you can easily add new team members to your Cloud Depot account. This allows colleagues to manage integrations, view sync logs, or update settings based on their permissions.

My Organization > Settings > Users

How to Send an Invitation

  1. Access Settings: Log in to Cloud Depot and click on Settings in the left-hand navigation menu.

  2. Navigate to Users: Select the Users link from the settings sub-menu.

  3. Initiate Invitation: You will be redirected to the User Management screen. Click the Invite New User button

  4. Enter Details:

    • Email Address: Enter the professional email of the person you wish to invite.

    • Role/Permissions: Select the appropriate access level (e.g., Administrator or Standard User).

  5. Send: Click Send Invitation.

What Happens Next?

  • Email Notification: The new user will receive an automated invitation email from Cloud Depot.

  • Account Activation: They must click the link within the email to verify their identity and set up their personal password.

  • Status Tracking: You can monitor the status of the invitation (e.g., "Pending" or "Active") from the Users screen.

Troubleshooting

  • Email not received? Advise the user to check their Spam or Junk folder. The email will come from the Cloud Depot system address.

  • Link expired? If the user doesn’t activate their account in time, you can resend the invitation by clicking the Resend icon next to their name in the User list.