How to Invite a User

Overview

You will learn how to invite a user to your MetaCX instance. Please follow the step-by-step guide below or watch this short video on how to invite a user to your MetaCX instance.

Step-by-step Guide:

Step One: Login to your MetaCX account. You will be directed to the landing page of your MetaCX instance.

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Step Two: Click your organization's logo in the top left corner. An option menu will appear. Click the option 'Manage Users'

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Step Three: Click 'Invite New User' in the top right corner

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A modal will appear for you to fill in the required information of the user you wish to invite. After you fill out the required information, click 'Send Invite' to send the invitation.

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The user invited will receive an email to set up their MetaCX account.

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