Inviting Users

Learn how to add new team members to Simply360 by sending invitation emails.

How to Invite a User

1. Navigate to Admin → Users
2. Click the Invite User button
3. Fill in the required information:
   • First Name (required)
   • Last Name (required)
   • Email Address (required)
   • Team Admin - Toggle on to give full admin access
   • User Role - Select a role if not making them an admin
4. Click Send Invitation

What Happens Next

1. The user receives an email with an invitation link
2. They click the link to set up their account password
3. Once completed, their status changes from "Pending" to "Active"

Managing Pending Invitations

Pending invitations appear in the "Pending Users" table. You can:

• Resend Invitation - Send another email if the original expired or was lost
• Cancel Invitation - Remove the pending invite

Invitation Expiration

Invitation links expire after 7 days for security. If an invitation expires:

1. Find the user in the Pending Users table
2. Click the menu (⋮) and select "Resend Invitation"
3. A new invitation email is sent with a fresh link

Bulk Invitations

To invite multiple users at once, contact Simply360 support about CSV import options for user accounts.