Invite a Program Admin and Company

Step-by-Step Instructions
1. Open the “Invite User” Modal

• Navigate to the Users section of your dashboard.

• Click Invite User.

• A modal will appear with a single Email input field.

2. Enter the Invitee’s Email Address

• Type the email address of the person you want to invite.

• If this email belongs to a Company Manager, the modal will automatically expand to show two tabs:

  1. User Invite (default)

  2. Company Invite

3. Go to the “Company Invite” Tab

• Click the Company Invite tab.

• You will see two new fields:

  1. Invited User’s Company – A dropdown listing all companies where the invitee is a manager.

  2. Program Selection – A dropdown listing all custom programs owned by your company.

4. Select the Company and Program

• From Invited User’s Company, choose the invitee’s company.

• From Program Selection, choose the program you want them to manage.

5. Review the Note

A message will appear:

“The invitee will become the Program Admin for this program but will not have permission to invite others or modify the program.”

6. Send the Invitation

• Click Send Invite.

• The invitee will receive an email with instructions to accept and access their Program Admin role.