How do I invite co-workers?

How do I invite co-workers?

Step 1: Create A Co-worker Account & Invite them 

Overview: Using the admin account, the owner can create accounts for co-workers and invite them to join the system.
  1. If the user has not created an admin account then first they need to create an admin account, How to Create Admin Account 
  2. Admin will log in with the username & password (which have admin rights).  


  3. Once logged in, the admin needs to click on the "Admin Panel" button.


  4. Within the admin panel, there will be a dashboard with a sidebar that includes the "User Management" section. The admin should click on "Add a User" to proceed.


  5. To add a new co-worker or user, the admin must fill in the required data and then click on the "Send Invite" button.
  1. Co-workers will receive an invitation email containing their specific email address and a temporary password.


  2. They need to click on the "Join Now" button in the email to accept the invitation, which will redirect them to the login page.
  1. Upon logging in with the temporary password, the co-worker will be prompted to set a new password and provide their organization name.

  2. Following the above-mentioned process, the co-worker will be able to explore the JurisCloud platform. 

Step 2: Assign Global Admin Role 

Once the co-workers confirm their account, the admin can assign them a global admin role, granting them the necessary permissions to manage the system alongside the owner.
  1. The first admin needs to access the user panel, where they will find a list of co-workers.


  2. In the user panel, the admin can view the status of each co-worker, indicating whether they have joined the JurisCloud platform or not. If a co-worker has joined, their status will be displayed as "confirmed," whereas if they haven't joined yet, their status will be "not confirmed."


  3. To select a confirmed co-worker, the admin can click on the action button. 


  4.  This will trigger a pop-up screen displaying the coworker's details.
  1. By checking the global admin checkbox on this screen, the coworker will be granted global admin rights.


  2. All coworkers with global admin access will be identified by a specific icon.


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