When you are ready to bring the rest of your team onboard to MixBANK, you can invite any number of users to your accounts in a few short steps.

Step 1) Open your user settings

Visit the 'Settings' page and select the 'User' option to manage your users.

Step 2) Add new user

Click '+ New user' in the user settings page.

Step 3) Enter email, message, and user role information

There are a few ways options on how to invite a user depending on how little or how much access you want to give.

Inviting to a parent organization

Invite a user to the parent organization, which will automatically give that user access to every organization underneath the parent. 

  • Enter the new user's email
  • Write a message to the user or use our pre-written message
  • Select "Invite parent account with access to all organizations"
  • Choose the user's role (for more information on choosing roles, scroll down to the end of this step)

Inviting to multiple organizations:

  • Enter the new user's email and a message to be sent with the invite
  • Select "Invite to one or more organizations"
  • Type the names of the organizations you'd like to add the user to
  • Select the role you'd like to give to the user for each organization (for more information on choosing roles, scroll down to the end of this step)

Inviting to a single organization:

  • Enter the new user's email
  • Write a message to the user or use our pre-written message
  • Choose the user's role (for more information on choosing roles, scroll down to the end of this step)

Step 4) Invite user

Once you have given permissions for the organizations you're inviting a user to, click 'Invite' and the user will receive an email inviting them to join the organization(s).

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