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How to use Invitations and Self-Signup as a User
How to use Invitations and Self-Signup as a User

This article describes the non-admin side of the Invitation feature.

Nick Thayer avatar
Written by Nick Thayer
Updated over a month ago

Overview


Self-signup allows users to sign up for their platform without the need of an Admin to create them, or any sort of integration. The user perspective of this is very simple and straightforward.


How do I use Self-Signup as a user without admin rights?

First, you must have been invited by an Admin on the platform. This will usually come in the form of a link or an email. When you open the link, you will see the following:

Here you will need to fill out your first and last name, your email, password, and any other field that may be presented to you. Once you do so, you will see one of two things. If you are approved (assuming that the Admin does not have approvals enabled on the invite) you will be brought directly into the platform.

Here you will follow the normal new user flow to create and customize your profile. If your admin created the invite with admin approval required first, you will see the following upon completion of the invite form:

Once approved, you will then be able to login to the platform.


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