Forward Insight

Jun 2, 20211 min

U1 - Invite a new user to an institution

Updated: Jun 21, 2021

Once the Institution is created Users can be added as part of your Institution.

Step 1: To add Users to your Institution, click “Users” at the top of the Main Desktop and then select the “+Invite User” button at the top right of your screen.

Step 2: enter the user's full name and a valid email, then click Invite

Step 3: a confirmation then click OK

Step 4: You can view the recently invited user's status by clicking on the Pending tab. The invited user is now available to join your institution.

Step 5: The Invited User will receive an email from coactivenoreply@gmail.com and it will show like the image below.

The User will be prompted to enter:

  • The Institution Name and

  • Institution Code on our Mobile App to join.

After the invited user receives Institution Name and Institution Code. How can the user join the institution? The answer is here [link]

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