How do I add a new user to my company? – Webmecanik

📋 Prerequisites

Only users with the administrator role on the Webmecanik portal can invite new colleagues and grant them access to the software.

🚀 Access the invitation module

Log in to your Webmecanik portal.
From the Dashboard, locate the top navigation bar.
Click the Add a user icon (silhouette with a “+” sign) located in the top right.

📝 Configure the colleague's profile and access

The Invite a new user modal window opens on the screen.

1. General information

Email: enter your colleague's professional email address. This field is required.
Last name: enter their last name. This field is required.
First name: enter their first name. This field is required.
Company: select the associated organization from the drop-down menu.

2. User roles and software access

This section allows you to determine the specific permissions assigned to each application:

Webmecanik (Webmecanik software management): define the global role on the portal (for example, Administrator).
Webmecanik Automation: enable the toggle to allow access to the marketing automation software, then choose the role to assign from the drop-down list.
Webmecanik Pipeline: enable the toggle to grant access to the CRM software, then select the appropriate role (for example, user).

✉️ Send the invitation

Review all configured information and access permissions.
Click the Send invitation button located in the bottom right of the window.

Your colleague will immediately receive an invitation email containing a link to activate their account, set up their password, and start using the Webmecanik tools 🚀