Add & Invite New Users

If your org is configured to Invite Only, users can only access Mathison once you invite them. To create their account, users must first accept the invitation sent to their email and create a password.

Invites expire after 30 days and we no longer limit the amount of invites/seats/users you may add.

📨 How to Add or Invite New Users

ℹ️ Must have Super Manager or Manager access

1. Click on your avatar in the top right corner
2. Navigate to Organization Settings
3. Open the Staff Members tab
4. At the top right, click Invite Staff
5. Enter email(s) of the user(s) you want to invite. You can bulk add users by entering emails on separate lines.
6. Click Send

https://www.loom.com/share/210c7ebca07848f09e2b07b0447ee9b4

Note: Users must log in with the same work email their invitation was sent to

♻️ How to Resend an Invitation

1. Go to Organization Settings.
2. Navigate to the Staff Members tab.
3. Find the user you want to resend the invite to.
4. Select the three-dot menu on their row.
5. Click on "Resend Invite".

🚯 How to Revoke an Invitation

To revoke an invitation, deactivate the user in your Org Settings

🪪 How to Create an Account / Accept Invitation

https://scribehow.com/embed/Mathison_Invitation_Workflow__4OgxVgrlTfWKWT8AwRmupw

FAQs

• How many users can I invite?

  You can invite unlimited users.

• How long should it take before an invitation email is sent?

  After sending an invitation, it may take up to 5 minutes for the email to leave the system and arrive in the user's inbox. In most cases, the email is sent instantaneously.

• What should I do if a user says they never received an invitation email?

  Ask them to check spam or check with their IT that their org is allowed to receive emails from platform@mathison.io.

• Can I invite users even if I have Domain Lock turned on?

  No

• If I have domain lock on (z.com), can I invite someone that has a work email different from my domain (y.com)?

  No, EPs with domain lock enabled cannot send invitations to emails from domains other than their own (e.g., y.com, gmail.com, etc.).