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. On the BriteCore sidebar, click Manage Users
  2. On the Manage Users sidebar, click Invite New User.
  3. In the Username box, type a unique username.
  4. In the Email box, type the user’s email address.
  5. In the Name box, type the user’s first and last name.
  6. In the Phone Number international prefix dropdown list, select from the following options: 
    1. +1 USA (default)
    2. +1 TCA
    3. +1 TTO
    4. +1 SXM
    5. +1 VCT
    6. +1 LCA
  7. In the Phone Number box, type the user’s phone number with area code. 
  8. In the Search for existing contacts box, type the user’s name.
    1. If there isn’t an existing contact, complete the following steps:
      1. Select add “user name” as a new contact
      2. From the Role dropdown list, select the user’s role.
    2. If there is an existing contact, select the user in the dropdown list.

Note: If you haven’t typed the user’s name, BriteCore populates the name from the contact details.

  1. Select Send Invite.