How to Invite a User
- Updated on December 2024
Requirements and Overview
- If you’re on the Starter plan or higher, you can add additional users to your account, enabling them to collaborate on the same storyboards.
- Before proceeding, check the available number of seats against the allowed seats in your subscribed plan.
- If you have reached the maximum number of seats:
- The Invite and Add User buttons will no longer be visible.
- You will be prompted to upgrade your plan to accommodate more seats.
Inviting a User
- In the left-side menu, navigate to the Team section.
- If there are available seats, click Invite User.
- Enter the user’s first name, last name, and email address.
- Select the appropriate role for the user.
- Click Submit to send the invitation.
User Password Setup
- The user receives an email with a link to set their password.
- Open the email and click on the provided link.
- The user is directed to the password setup page.
- Enter a password and click Set New Password to confirm.
- Once completed, the user is redirected to the login page to access the account.
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