When your organization needs to add new users to Modern Treasury, administrators can invite users via email.
The user management page can be found under Settings.
To create a new user, select the 'Invite User' button in the upper right hand corner.
You will want to designate the user's roles for their respective positions and needs. Also, depending on what is required, you can choose to enable a user for roles in both live and test mode or only for one needed mode.
Submitting "Send Invite" sends the user an email to sign in to Modern Treasury for access.
To complete the sign up flow, users can click the link in the message to the email address listed. They will be invited to accept the invite if and only if no user is associated with that email. During the invite acceptance process, the user will be able to specify a Full Name if one was not previously created.
If the user's browser is signed into another user account, it will prompt the user to sign out.
By default, an invitation will be valid for 7 days after being sent. To manage outstanding invites, administrators can select the 'Invites' tab of the Users page. There, they can resend, edit, or delete invitations, as well as view expired ones.