How do I invite others to my Fides-Account?
Anyone who needs access to your Fides account must first be invited to create an account.
There are several ways of inviting a new user to Fides:
- Invite them as a member of your company account.
- Invite them as a committee member.
1. Inviting someone to your company account
1. Go to Members in the sidebar.
2. Click Add member to account.
3. Enter the required information and send the invitation.
Once the person accepts the invitation sent by email, a green status icon will appear next to their profile in Member Management.
If an orange status icon is displayed, the invitation has not yet been accepted. You may wish to remind the person to accept their invitation..
2. Inviting a committee member
When creating a committee, you can add its members as part of the setup process.
If the person you want to add does not appear in the member list, they have not yet been invited to your Fides account. Click Add member to account, enter the required information, and the person will receive an invitation email.
Note: You can choose whether to send the invitation immediately or invite the person at a later time.
If you choose to send the invitation later, you can do so at any time:
1. Go to Members.
2. Select the member you want to invite.
3. Click the โฎ (three-dot) menu next to their name.
4. Select Resend invitation.
Note: Note: Newly invited members are automatically assigned to the DEFAULT access rights group, which grants the minimum level of access. To grant additional permissions, add the member to the ADMIN group or another access rights group with the appropriate permissions. To do so, open the โฎ (three-dot) menu for the relevant group and select Edit members.