By default, only Organizational Admins can send invitations to users.

  1. Click on Settings--> Administration-->User.  This will display a list of current users

       2.  Select the Invite User button.

     3.  Enter Email Address, First Name, Last Name, and select a Role.

     4.  If you make an error to start over, click the Reset button to remove previous text.

     5.  Click the Send Invite button to complete the invitation.


IMPORTANT:  The link in the activation email will expire after 72 hours.  The new user must activate their account within the allotted time.  If the time expires, an Organizational Admin can resend a verification email to that user.  See Resend a Verification Email section for more details.


Invitation Limitation

PCX limits the number of users that can be invited based on the number of licenses purchased by the organization.