Inviting users to your organization

You can invite users to your global organization or to a specific region within your organization.

Organization users - will be able to see any events that are created either at the organization level and all regions that fall under the organization. They can also access any region within the organization, including the region's events, reports, and users.

Region users - can only see the events and users that are within that specific region. They can not see the organization as a whole, or any other regions they are not specifically invited to.

To invite users to your global organization:

1. Log in to your account at my.crowdblink.com then click Organization from the menu on the left side of the page
2. Then click Invite Users on the right side of the page

3. Enter their email address in the box that appears and click Confirm. One user at a time can be invited to the platform. To invite more than one, repeat these steps for each additional user.

4. Their email address will appear on your list of users with a “!” in the status column.  The “!” will remain in the status column until they create their account and accept the invitation

5. The newly invited user will not receive an invitation via email. Instead you will need to let them know they should now create their own CrowdBlink account at my.crowdblink.com using the same email address you used to invite them.

• Create an account in the CrowdBlink Console

6. Once the invited user has created their account and logged into Console at my.crowdblink.com, they will need to accept the invite the first time they log in. 

• • • After accepting  the invitation, their status will change to ✅ under Invitations

7. If you are ready to add more users you can follow these steps again.  

8. If you are done adding users and have not connected your merchant account yet, you can learn how to do so here.

To add a users to a region within your organization:

If you have not created your regions yet, you can learn how here.

1. Log in to your account at my.crowdblink.com. The region that you wish to add users to should be displayed in the top right corner of the page.

• • If it is not, use the drop-down menu to select the correct region.

2. Then click Organization from the menu on the left side of the page

3. Then click Invite Users on the right side of the page

4. Enter their email address in the box that appears and click Confirm. One user at a time can be invited to the platform. To invite more than one, repeat these steps for each additional user.

5. Their email address will appear on your list of users with a “!” in the status column.  The “!” will remain in the status column until they create their account and accept the invitation.

• • Create an Account in CrowdBlink

6. Once the invited user has created their account and logged in to Console at my.crowdblink.com, they will need to accept the invite the first time they log in.

• • Once the user has accepted the invitation, their status will change to ✅ under Invitations

7. If you are ready to add more users you can follow these steps again.