This guide walks you through 13 steps for the task: Invite a new user to Vertex Pulse. Play the interactive walkthrough, or follow the step-by-step instructions and screenshots below.

Open the User Management section to access all user-related controls.

Click 'Invite New User' to grow your team and manage collaboration.

Easily invite a new member by selecting the 'Invite New User' button.

Type in the new user's name to get started.

Enter the user's PERSONAL email address (It must not be any shared or site's email) for a secure invitation.

Assign their role type to ensure the right access from day one.

Select a brand for the new user's responsibilities.

Choose a role that matches their expertise and tasks.

Pick a site location to connect the new user to the right place.

Assign the relevant site(s) to user to tailor their access.

Add a friendly welcome message to personalize the invite.

Click Invite to instantly send the invitation and empower your new user.