FAQs

How do I invite a user?

With your team growing, you want everyone to have the privilege of using your DirectLync account. Based on your package, you are allowed to have a certain number of users. If you have exceeded the number of users in your plan and want to upgrade, contact us.

Below are the steps of how you can invite a user to your DirectLync account.

1. On your dashboard, your company name will be listed on the top right corner. Select the down arrow.
2. Select Security.
3. On the top navigation bar next to Admin User, select the +.
4. A pop-up will appear to invite a teammate. Enter the email address of the user you want to invite. 
5. Click Send Invite.
6. The user will receive an email invitation to join your DirectLync account.

 

How do you resend an invitation to a user?

*Only Super Admins can do this action.

1. On your dashboard, your company name will be listed on the top right corner. Select the down arrow.
2. Select Security.
3. On the top navigation bar, select Admin User.
4. The email of the user that you invited will be presented with all other users below. Click the action icon (•••).
5. A pop up will appear with the option to resend invite. Click Resend Invite.
6. You will then be prompted with the question if you are sure you want to resend invite – click Send
7. The user will receive another email invitation to join your DirectLync account. 

 

How do you delete an invitation to a user?

*Only Super Admins can do this action.

1. On your dashboard, your company name will be listed on the top right corner. Select the down arrow.
2. Select Security.
3. On the top navigation bar, select Admin User.
4. The email of the user that you invited will be presented with all other users below. Click the action icon (•••).
5. A pop up will appear with the option to resend invite. Click Delete Invite.
6. You will then be prompted with the question if you are sure you want to delete invite – click Delete

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