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  1. Managing Your Account

Invite a User to Your Primer Account

PreviousManaging Your AccountNextChange User Role

Last updated 8 months ago

Follow these steps to invite a user to your Primer account:

Step 1: Access the Organization Settings

  1. Log in to your Primer account.

  2. Navigate to the bottom left corner of the screen and click on your organization name.

  3. From the menu that appears, select Manage Organization.

Step 2: Open the Members Section

  1. Once you're in the organization management panel, you'll see two options: Members and Settings.

  2. Click on Members to open the Members section.

  3. You'll find two sub-options:

    • Members: Displays the existing users in your account.

    • Invitation: Allows you to invite new users.

Step 3: Invite a New Member

  1. Click on the Invitation tab.

  2. Select the Invite button.

  3. Enter the user's email address in the designated field.

  4. From the dropdown menu, choose the appropriate role for the user:

    • Admin: Full access to the account.

    • Member: Standard user access.

  5. Click Send Invitation.

Step 4: Notification and User Addition

  1. The invited user will receive an email notification with instructions to join.

  2. Once the user accepts the invitation, they will be added to your account with the specified role.