Invite Users

Steps to Invite Users to Your Embat Account as an Admin

Log in to your Embat account via this link.
Enter your credentials: email and password.
Open the left menu, click on your name to access "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’re 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. To remove a user, hover over their line and click the trash icon. You can also copy from an Excel file to speed up this step.
3. Company Access: Select which companies the user or group can access. This can be adjusted as needed.
4. Administrators: Designate up to 2 additional admins. You can assign more later from each user’s profile. Admins will have full permissions, including user management and payment capabilities.
After completing the steps, a summary will show invited users and their company access. Click the "Send Invitations" button to finish.