Steps to invite a new user, or add a user to an existing account
Navigate to the Account Settings page by clicking on your name in the top right hand corner of your portal
Under the heading titled Administration, select the Add User button
OR under the heading titled Accounts, Users, and Entities, find the account you would like to add a user to and click on the icon of a person with a plus sign next to them
If this is a new user:
Click into the Select User dropdown, and then click Invite a New User at the bottom of the list.
Input the user's name and email address (if they are new to Arch), user role, Digest frequency, and account(s) they should have access to.
Then, you can click Preview Welcome Email, where you have the option to add a message or CC other email addresses to be included in their welcome email.
Click Invite and the welcome email will be sent for them to set up a login!
If this is an existing user:
Simply search their name or email in the Select User dropdown.
Select their user role, Digest frequency, and account(s) they should be added to.
Then, you'll be prompted to Confirm the user's access matches your expectations, and then they will be added to the selected accounts!
Alternative Option:
