This is the central platform where users can access and manage all available Move4U applications, such as CrewPro, SurveyPro, and others.
It’s essential to make sure the user has been properly invited and registered on the platform. Without this initial step, the user won’t be able to log in or access any company apps.
This article will guide you through the process of inviting a user to the MoveDashboard.
STEPS
- To add a new user, go to System > Administration > Companies > Overview
- In the search bar, type the name of the company for which you want to add a user. For this example, we'll use "Move4U Company". Click on the company name to open. it.
- Select the "Company Users" tab. Here you will see a list of all users who currently have access to the company and their assigned apps.
EXISTING USER
- Click the "Add Existing User" button. Use the drop-down list to find the user you previously created and select the applications that they should have access.
- Once selected, click the "Add User" button to confirm.
NEW USER
- Click the "Invite User" button.
- Fill in all the required information, including the user’s first name, last name, and email address. Then, select the application(s) the user should have access to, and if the person should be an administrator, make sure to check the “Admin” option.
- Once we press the invite button. Automatically they will receive an invitation mail.
- Lastly, notify the client that they have been invited to the MD and instruct them to complete their registration using the link sent to their email.
- You can use the personalize message with the #MD inside the HubSpot.
Last step: Once the user has registered, check if their account is active in Company > Solutions > ProApps > Users > search for the user and confirm if its active.