---
title: Invite a new user
slug: invite-a-new-user
docTags: 
createdAt: 2025-05-21T19:35:58.953Z
---

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.&#x20;

<font color="#ff0000">**NOTE\:** </font>The seat included in a standard purchase plan can also be used by a **single user** to install the software on a second compute&#x72;**. 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&#x20;

:::hint{type="warning"}
**If you originally purchased a&#x20;**<font color="#ff0000">**single**</font>**&#x20;seat license, and later added more seats, your account may not yet be set up as a Business Account.**

**To accommodate the&#x20;**<font color="#EF4444">**Administrator**</font>**&#x20;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&#x20;**<font color="#ff0000">**Administrator**</font>**&#x20;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 <font color="#ff0000">**Team &amp; Members**</font> .

![Invite a new user](https://api.archbee.com/api/optimize/GcoyfTasRYQ7atUdr_M98/F7-cGMBsxeeYIvyQkD_QB_image.png "Invite a new user")

To invite a new user, Click on the <font color="#ff0000">**Invite**</font> link

The **Invite & Assign a Seat** message will appear.

Enter the person's email address and press<font color="#ff0000"> **Invite**</font>.

::Image[]{src="https://api.archbee.com/api/optimize/GcoyfTasRYQ7atUdr_M98/XbO0lgrHCISkY5CTAYhM0_image.png" size="70" width="532" height="628" position="flex-start" caption="Invite instructions" alt="Invite instructions" darkWidth="532" darkHeight="628" showCaption="true"}

Confirmation that the email invitation has been sent.

::Image[]{src="https://api.archbee.com/api/optimize/GcoyfTasRYQ7atUdr_M98/wCVu0TEcrj7WokevWB3Vm_image.png" size="60" width="421" height="326" position="flex-start" caption="Confirmation of sent email" alt="Confirmation of sent email" darkWidth="421" darkHeight="326" showCaption="true"}

:::hint{type="info"}
**If the Business Account has not been set up, the following process will start.**
:::



::Image[]{src="https://api.archbee.com/api/optimize/GcoyfTasRYQ7atUdr_M98/nH91S7aIlnUfs7LgoZs2j_image.png" size="70" width="563" height="574" darkWidth="563" darkHeight="574" position="flex-start" caption="Migrate message" alt="Migrate message" showCaption="true"}

Enter the **Business Name** and select <font color="#ff0000">**Migrate to Business**</font> to activate.

::Image[]{src="https://api.archbee.com/api/optimize/GcoyfTasRYQ7atUdr_M98/37j019jXRdY95QbqrHNSK_image.png" size="70" width="557" height="565" darkWidth="557" darkHeight="565" position="flex-start" caption="Business Name entered" alt="Business Name entered" showCaption="true"}

This will now update the Dashboard.



::Image[]{src="https://api.archbee.com/api/optimize/GcoyfTasRYQ7atUdr_M98/Ul-py-oXmqLc_1QwYQfzY_image.png" size="66" width="595" height="811" position="flex-start" caption="Business name added" alt="Business name added" darkWidth="595" darkHeight="811" showCaption="true"}

The updated **Dashboard** screen with the new Business Name will show the status of the invite.&#x20;

![Team Members - Active](https://api.archbee.com/api/optimize/GcoyfTasRYQ7atUdr_M98/zwpIhqyihosZCPst8zZQH_image.png "Team members - Active")



![Team Invites - awaiting acceptance](https://api.archbee.com/api/optimize/GcoyfTasRYQ7atUdr_M98/CCbwkKziYNDi59e_6SYPi_image.png "Team Invites - awaiting acceptance")

### Existing multi seats

:::hint{type="success"}
**For accounts that already  have multiple seats available**
:::



To invite a new user, Click on the <font color="#ff0000">**Invite**</font> link



![Invite a new user](https://api.archbee.com/api/optimize/GcoyfTasRYQ7atUdr_M98/PeSh0ZW5jhnU0zYALSOr9_image.png "Invite a new user")

The **Invite & Assign a Seat** message will appear.

Enter the person's email address and press<font color="#ff0000"> **Invite**</font>.

&#x20;



::Image[]{src="https://api.archbee.com/api/optimize/GcoyfTasRYQ7atUdr_M98/V11yhxH17HD-J7261Q_55_image.png" size="52" width="824" height="1048" position="flex-start" caption="Invite instructions" alt="Invite instructions" darkWidth="824" darkHeight="1048" showCaption="true"}

Confirmation that the email invitation has been sent.





::Image[]{src="https://api.archbee.com/api/optimize/GcoyfTasRYQ7atUdr_M98/pBdJg3zvAhHYVLZSgfRQ6_image.png" size="52" width="436" height="346" position="flex-start" caption="Confirmation of sent email" alt="Confirmation of sent email" darkWidth="436" darkHeight="346" showCaption="true"}

###

The Dashboard status will be updated to display the status of the new user's invitation



![Invitation Status](https://api.archbee.com/api/optimize/GcoyfTasRYQ7atUdr_M98/BZjAsS0yRX99B2kPa06XJ_image.png "Invitation Status")

If there is a second seat to be used, a second invitation can be sent to another user's email.





::Image[]{src="https://api.archbee.com/api/optimize/GcoyfTasRYQ7atUdr_M98/lRUBw8yeUiLfvp1VKBY3a_image.png" size="50" width="824" height="1048" position="flex-start" caption="Invite email entered" alt="Invite email entered" darkWidth="824" darkHeight="1048" showCaption="true"}

Invite sent confirmation message will be displayed.





::Image[]{src="https://api.archbee.com/api/optimize/GcoyfTasRYQ7atUdr_M98/75I9gi_Oqxay_Kc4HjQ6Y_image.png" size="50" width="436" height="346" position="flex-start" caption="Invite Sent" alt="Invite Sent" darkWidth="436" darkHeight="346" showCaption="true"}

Updated Dashboard status. No seats available and awaiting new user's to activate their account. The <font color="#ff0000">**Team &amp; Members**</font> screen will show the invitation as pending until it’s accepted.



![Updated Invites](https://api.archbee.com/api/optimize/GcoyfTasRYQ7atUdr_M98/0XbQ5rfF8Uwv-7RH4YeME_image.png "Updated Invites")













