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How to set up accounts through invites

This guide provides separate, step-by-step instructions for Admins to send an invitation and for Users to accept the invitation and set up their new account.

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Written by Yuval Kadishevich
Updated over 2 months ago

Part 1: Admin Invitation Process

This section outlines the steps for an administrator to invite a new member and define their permissions.

Step 1: Access System Settings

  1. Enter system settings on your system.

Step 2: Navigate to Members and Choose "Invite"

  1. Within settings, go to Members (or equivalent user management section).

  2. Choose the "Invite" option.

Step 3: Define Permissions and Send Invite

  1. Add the correct email address for the new member.

  2. Decide the kind of permission for the member (e.g., Member/Admin).

  3. Click "Send Invitation" (or similar button).
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  • FYI: Once sent, the user will receive an email to begin their setup.

Part 2: User Account Setup Process


This section outlines the steps for a user to accept the invitation and finalize their account.

Step 1: Approve the Invite on Your Email

  1. Open the invitation email you received.

  2. Click the "Approve" or "Accept Invitation" link/button within the email.


​Step 2: Set Account Details and Start the Trial

  1. On the setup page, set your name, email, and new password.

  2. Press "Start free trial" (or equivalent) to enter the system.

Step 3: Final Email Verification (If Required)

You might need to re-approve your email address on another email notification sent immediately after account creation.

Welcome to Spikerz!

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