MSP > Invite Users

After the successful registration and first-time login and configuration of your Company’s PWN site has been accomplished, additional users can be invited to use the site by either the Administrator or a user assigned a ‘Location Manager’ role. Please select the appropriate role (site permissions), assign the proper location(s), enable EDoc, and choose which notifications they receive.

After the new user has been added to your PWN site, any assignment or selection made during the invitation process may be changed via the Manage Users screen.

To invite a new user, perform the following:

Only an Administrator or a Location Manager will have access to this option.

• Go to the MSP menu and select Invite Users.

  

• The Invite Users screen will display. Enter the required information for the person being invited.

  An explanation of each option or field is shown below the print screen:

  

• First Name: The first name of the individual being invited.

• Email: The Company email address of the invited user is used to send the invite email and future notifications.

• Role: This is a combination of function and permissions levels. Select the desired role from the drop-down list. The available roles are:

  • Administrator: They have full access to the entire site and should be assigned with great care. Administrators can set any role.

  • IT Personnel: They have minimal access, similar to a user, but is intended to target system messages.

  • Location Manager: They have less access than an Administrator but has overall comprehensive rights and is the only role besides an Administrator that can invite new users. Generally has control over all Locations and Location Users. Can only assign roles of Location Manager and Location User.

  • Location User: This role has minimal access and is generally under the control of the Location Manager (and Administrator as well). Can access data from multiple locations as assigned by the Location Manager or site Administrator.

  • Company CSR: This is a role designed specifically for a Customer Service Representative. It is intended to give CSRs control over releasing statements to mail owners.

  • User: This role typically only receives automated communications such as e-mailed statements and confirmation pages but does not usually access PWN’s EDocs dashboard.

    Location: Whether this is applicable depends on the role selected, the Invite Users screen will update and display all of the locations associated with your Company's PWN site. Click the Off toggle to turn On authorization for that user/location.

    

• When the invitation is complete, click Done. A Success dialog will display.

  

  Inviting a user generates an email to the potential new user. Also, the invitation is added to the list of invitations on your site that are waiting for replies.

  The email sent to the potential new user contains a link that is to be used to confirm the invitation (refer to New User Sign-Up for instructions on how to accept an invitation and become a PWN user). When the invited user completes the account setup process and clicks Register, the Administrator or Location Manager that invited the new user receives an email notifying them that the new user has accepted the invitation. At this point, the new user's name is removed from the Invitations page.

Return to Site and User Management