Learn how admins can add team members to your Realworks subscription and manage access so your users can create, manage, and sign forms efficiently. New users will receive an email inviting them to set up an account, here is the process they’ll go through.
The process is quick but twofold. First, you invite someone to your organisation, second you allocate them a Realworks seat. If you skip the second step they’ll be able to set up their profile, but will not be able to access Realworks.
Depending on your subscription size, you will have a number of seats available to allocate to users, this number is shown on your Realworks product page just above users (see step 9 below).
Interactive Guide #
Click ‘Get Started’ to see how:
Step by Step Guide #
- Click the user profile icon in the top-right corner to open the account menu.
2. Select the ‘Profile’ option to open up the My Agency Edge admin portal.
3. Head to the Organisation section to manage team members.
4. Scroll down and click ‘Invite team members’ to add new users to your organisation.
5. Enter email addresses of new team members and press Enter after each.
6. Click ‘Send invite’ to email invitations.
7. IMPORTANT: The invite will bring users into your organisation but you still need to add them to your Realworks subscription. As soon as the invites are sent a pop up will appear offering to take you to your Realworks subscription page. Click ‘Grant Access to Realworks’
8. This opens your Realwork subscription page, scroll down to review users.
9. This shows there are 14 seats available on the subscription.
10. The new user is pending, once they click the link in the email and onboard, this will update.
11. Importantly, choose to give them either ‘Team Member’ or ‘Admin’ access to Realworks.
12. Providing Team Member permissions now ensures they can access Realworks as soon as they set up their own profile.
13. Make sure to save your changes.
14. We’ll head back to the organisation page to see the status of the invite we sent. Click ‘Organisation’
15. Scroll down to ‘Team invitations.’ Here we can see which team invitations are still outstanding, as well as the option to revoke the invitation. As per this image, the status of our invite is ‘Invite sent.’ We also have the option of revoking the invite.
