How to invite users to your organization in the Palats web app or change a user's permissions
Welcome to Palats!
Now it’s time to start inviting the users you want to access Palats. Depending on how your organization uses Palats, there are different permission roles. We at Palats will help you as an administrator to set up the roles to fit your organization.
Let's get started!
- Log in to palats.app.
- Select "Organization" in the menu on the left.
- Click on "+ Invite Users" in the top right corner.
- Enter the person’s email address.
- Choose the Permission Level for the user:
- Administrator: Full access to the organization's inventory, ads, and users.
- Member: Permissions are customized through roles.
- Under "Assign Role," choose the role the user will have.
- The person you invited will receive an email with an invitation where they can create their password through a link.
- When the person accepts the invitation and creates their account, a checkmark will appear under 'Status.' A clock symbol means the invitation has not been accepted by the person yet.
If the person you invited has not received an email, you can click on the clock to send a new invitation, or click on 'Copy Invitation Link' and email it to the person. Make sure to check all inboxes, including the spam folder, to ensure that the invitation has not ended up there.
Did you accidentally enter the wrong email address or name?
- Click on the user you want to change/remove.
- Select 'Edit' in the top right corner.
- Click 'Remove from organization.'
- Confirm that you want to remove the person.
- Done!