Inviting system users

  1. Go to Users → System users.
  2. Click the + to the bottom right of the screen.
  3. Click Add system user.
  4. Enter the user's email address.
  5. Assign the user one or more roles by clicking the checkboxes, depending on their tasks.
  6. Click Send invitation. This sends an activation link to the user's email address. The activation link is valid for 24 hours and can only be used once. If the link expires, you'll need to resend the invitation to the user. 

Inviting customers

Accounts

  1. Go to Users → Customers.
  2. Click the icon to the bottom right of the screen.
  3. Click Invite client.
  4. Enter your customer's email address and click the Account owner role checkbox.
  5. Click Send invitationYour customer should receive an email with a link to activate their account. This activation link is valid for 24 hours and can only be used once. If the link expires, you'll need to resend the invitation to the customer. 

Sub-accounts

Invite a sub-account through the Users overview:

  1. Go to Users → Customers.
  2. Click the + icon to the bottom right of the screen.
  3. Click Add end-user.
  4. Enter the sub-account user's email address.
  5. Select either the Driver or Account Owner role for the sub-account.

  6. Assign the user to your customer's account by typing the account name in the field.
  7. If applicable, enter a reimbursement rate that the Account Owner and their customer have agreed upon.
  8. Click Send invitation. This sends an activation link to the sub-account user's email address. The activation link is valid for 24 hours and can only be used once. If the link expires, you'll need to resend the invitation to the user. 

Invite a sub-account through a specific account:

  1. Go to Accounts and search the account under which the sub-account should be added.
  2. Click + Add sub-account in the top-right corner.
  3. Select Employee or Subsidiary under Who will use this account? depending on what best suits the sub-account's needs.
  4. Enter an Account name.
  5. Enter the Email address of the sub-account user.
  6. Select Business or Consumer for the account type. Note that Business requires the sub-account user to provide company details.
  7. Enter a reimbursement Rate in EUR for private charging sessions:
    • To enable automated reimbursement if the account is an Employee sub-account.
    • To enable manual reimbursement if the account is a Subsidiary sub-account.
  8. Click Send invitation. This sends an activation link to the sub-account user's email address. The activation link is valid for 24 hours and can only be used once. If the link expires, you'll need to resend the invitation to the user. 

Resending an invitation

When you invite a user, they have 24 hours to activate their account through the activation link they are sent by email. If for some reason they haven't activated their account, you can resend them an activation link.

  1. Go to Users → System users or Users  Customers depending on the user you need to re-invite.
  2. Search for the user in the list.
  3. Click the user and click the Resend invitation button.