Invite a new user

9 min

in order to invite a new user to use the program, there must be a seat available the program comes with 1 seat for additional seats, you can purchase them docid\ vaximsgp8knuf4eofc751 or contact sales\@pdfpro com mailto\ sales\@pdfpro com for additional information \note \ the seat included in a standard purchase plan can also be used by a single user to install the software on a second computer same credentials are required there is no invitation option for this process invite a new user seat allocation after the additional seats have been purchased, here is the process to invite the new users for multi user accounts if you originally purchased a \single\ seat license, and later added more seats, your account may not yet be set up as a business account to accommodate the \administrator\ role, the multi user account is setup as a business account once you invite a new user, the system will automatically convert your account to a business (multi user) account this enables an \administrator\ role to manage all seats within the account to complete this process, you will be asked to provide a business name 🆕migrate to a business account if the business account has not been created, the following process will begin when you invite a new user from the dashboard screen select \team \& members\ invite a new user to invite a new user, click on the \invite\ link the invite & assign a seat message will appear enter the person's email address and press \ invite\ confirmation that the email invitation has been sent if the business account has not been set up, the following process will start enter the business name and select \migrate to business\ to activate this will now update the dashboard the updated dashboard screen with the new business name will show the status of the invite team members active team invites awaiting acceptance existing multi seats for accounts that already have multiple seats available to invite a new user, click on the \invite\ link invite a new user the invite & assign a seat message will appear enter the person's email address and press \ invite\ confirmation that the email invitation has been sent the dashboard status will be updated to display the status of the new user's invitation invitation status if there is a second seat to be used, a second invitation can be sent to another user's email invite sent confirmation message will be displayed updated dashboard status no seats available and awaiting new user's to activate their account the \team \& members\ screen will show the invitation as pending until it’s accepted updated invites