Invite Users

Steps to Invite Users to Your Embat Account as an Admin

Open the left menu, click on your name to access to the section "User Management".
In the "Users" section, click the "Invite Users" button in the top right corner.
Follow the four-step invitation process:
1. Role and Permissions: Choose a role for the users you are inviting. You can repeat this for different user groups. Available roles are: Treasurer, Accountant, and All Permissions.
  - Click "View Permissions" to check role permissions. You can modify these later.
2. User Information: Enter the first name, last name, and email of each user. Click "+ Add another user" for more. You can also copy from an Excel file to speed up this step. To remove an user, hover over their line and click the trash icon.
3. Company Access: Select which companies the user or group of users can access. This can be adjusted as needed.
4. Administrators: Designate up additional admins as you need. Also, you will be able to assign admin roles more later from each user’s profile. Admins will have access to all the companies with all the editor permissions for all the modules in Embat. In addition, the users with admin roles can manage functions like user management, company creation and group settings.
After completing the steps, a summary will show invited users and their company access. Click the "Send Invitations" button to finish.