You can invite two types of users in Adeptia Connect:
- IT Users
- Business Users
The roles of both users differ at Company side and Partner side.
| Company | |
|---|---|
| IT Users | Business Users |
Can view all tabs in the task pane
| Can view Partners, Transactions, and Dashboard
|
Can manage all the transactions (create, edit, and delete templates) | Can only view all the transactions |
| Can invite users and partners | Can only invite partners |
Can view My Profile, My Company, and Users options in the Account.
| Can view My Profile and My Company option
|
| Partner | |
|---|---|
| IT Users | Business Users |
Can view two tabs in the task pane
| Can view two tabs in the task pane
|
| Can invite users | Can't invite users |
| By default, partner role is IT user | |
Perform the following steps to invite users:
- Click Account.
- Click Users.
- Click Invite Users.
- Type the email id of the IT user in the Provide user email text box.
- Select IT User or Business User from the Select Role drop-down list.
- Type the note in the Note text box.
- Click Send. You will receive an email from Adeptia on the registered email id.
- Open your email and check your Inbox to activate your account.
- Click Activate My Account.
- The registration screen appears in a new tab. Fill the details in the registration form and click Complete Registration.
You have registered successfully. Login to Adeptia Connect.