How to invite a user

Follow these steps to invite a user to manage a tenant in the Self Service Portal:

1. Open PLATFORM MANAGEMENT in the left navigation panel and select Tenant.
   The tenant management screen appears.
2. Click CREATE/SWITCH TENANT at the top-right.
   The All Tenants window opens.
3. Click SWITCH next to the desired tenant.
4. Under PLATFORM MANAGEMENT, select Users, clients & roles.
5. Go to the Users tab and click Invite.
6. Enter the user’s email in the Email field.
7. Select roles for the user using the checkboxes in the Tenant access section.
8. Click INVITE to send the invitation.

If the user has a MATTR Portal account, they’ll be added immediately. Otherwise, they’ll receive an email to accept the invite. Invites expire after 5 days.