Inviting New Users

 
Zetadocs Approvals allows you to add new users who will be sent invitation emails which include a link that allows them to register their account using a Microsoft Account.

Creating Zetadocs Approvals User Accounts

1.Navigate to the Settings page and select Invite Users.

2.Add an email address for the user and select the roles you wish to allocate them.

Note: A single user can have multiple roles, simply select the functionality that the user is likely to require.

3.When finished select the Invite button to send them an invitation email.

4.Repeat as required for your remaining users.