Invite a new user

As an administrator, you must invite a user to BriteCore before the user can log in. When you invite a new user, BriteCore will link the user to an existing contact or create a new contact and then send the user an email with a temporary password that enables the user to log in for the first time.

As an administrator, you can customize the email invitation new users will receive.

To invite a new user:

  1. In the BriteCore menu, select Users
  2. In the Users sidebar, select Invite New User.
  3. In the Username box, type a unique username. This field is required.
  4. In the Email box, type the user’s email address. This field is required.
  5. In the Name box, type the user’s first and last name. This field is required.
  6. In the Phone Number international prefix dropdown list, select from the following options: 
    • +1 USA (default)
    • +1 TCA
    • +1 TTO
    • +1 SXM
    • +1 VCT
    • +1 LCA
  7. In the Phone Number box, type the user’s phone number with area code. 
  8. From the Role dropdown list, select the user’s role.
  9. If your organization uses Groups to organize users, select the user’s group(s).
  10. Select Send Invite.