Invite User
Fields
| Field | Mandatory | Type | Description |
|---|---|---|---|
| Yes | Text Box | Email address of the User to be invited. Must be valid and unique in SmarterPay Cloud. | |
| Profile | Yes | Dropdown | Select the required Profile to determine the users access and permissions within the Client. |
Actions
Available actions, subject to permissions, are:
| Action | Description |
|---|---|
| “SEND INVITE” Button | Sends the invite and returns to the List page. The invite request can be seen in the Pending Invites list. |
| “CANCEL” Button | Cancels the invite and returns to the List page. |
Invite Support User
Fields
| Field | Mandatory | Type | Description |
|---|---|---|---|
| Support User | Yes | Dropdown | Select the Support user, or “All Users” (default), that has access to the Client. |
| Profile | Yes | Dropdown | Select the required Profile to determine the Support users access and permissions within the Client. |
| Access Expiry | Yes | Dropdown | Select how long the Support user has access to the Client. Options: “7 days” (default), “Forever”. |