Invite a new user to your environment on the eConnect platform and assign the right role.
As an administrator you can invite new colleagues to work on the eConnect platform. The invitee receives an email with an activation link and can get started as soon as their account is created. You decide which role the new user receives.
Click on Users in the side menu of the platform.
Click the + button in the top right corner of the screen.
Enter the email address of the person you want to invite and choose the desired role: Basic user, Advanced user or Administrator.
Click Invite. The invitee receives an email with an activation link and can get started as soon as their account is created.
Tip: invite colleagues with their business email address. This email address is also used for notifications and password recovery.
The role determines what the new user can do on the platform:
Every new user receives the Basic user role by default. You can always change the role after the invitation.
Go to Users, click the user's name and adjust the role. The change takes effect immediately; the user does not need to log in again.
In the user overview you can see the status of each user:
If an invitation does not arrive, check whether the email address is correct and ask the recipient to check their spam folder.
After inviting a user you can determine which organisations they have access to. Go to the relevant organisation and add the user as Member (view and send documents) or as Organisation administrator (also manage members).
Note: an invited user only has access to documents once you have added them to at least one organisation.
Every invited user receives the basic user role by default. The administrator can change the role afterwards to advanced user or administrator via user management in My environment.
The invited user receives an email with an invitation link. If they do not yet have an eConnect account, one is created when the invitation is accepted. If the user already has an account on another domain, that account is linked to the environment.
The invitation adds the user to the environment. You then need to add the user separately as a member to the desired organisation(s). Only after being added to an organisation does the user have access to that organisation's invoices.
When invited by email, the first name may temporarily show the username and the last name may remain empty until the invitee completes their own profile. This is cosmetic and has no effect on logging in or access. An administrator cannot change another user's display name (first/last name) afterwards; only the user themselves can adjust this via the profile settings in the top right.
Want to learn more about the different roles and permissions? Read the overview in Roles and permissions on the platform.
Invite a colleague