This article provides guidance on how to invite a new email to an existing account and how to re-invite the same email. This is required if customer fails to reset their password or fails to login.
Part 1: Inviting a New or Renamed Email
1. Inviting a New Email: You have the flexibility to invite a new email to an existing account. This is useful when you need to add a different email address to the account. Follow these steps to achieve this:
a. Log in to your admin account.
b. Navigate to the account settings.
c. Look for the INVITE button to add a new email.
d. Provide the new email address and follow the prompts to send an invitation to that address.
2. Renaming an Email and Inviting it Again: In some cases, you may need to invite the same email after renaming it. This can be done to resolve issues with non-working email addresses. Here's how to proceed:
a. Access your admin account settings.
b. Locate the email you wish to rename (e.g., email@example.com).
c. Change the email address to a distinct name (e.g., firstname.lastname@example.org).
d. Send an invitation to the original email address email@example.com.
Important Note: For accounts with only one Admin, it is crucial not to delete the last admin account email. If the account runs out of email addresses, it may result in account deletion. Here's what you should keep in mind:
- Preserve even the non-working admin account email for continuity.
- Prevent email deletion to avoid potential account deletion.
Part 3: Handling Login Issues
Unable to Login with their Account: If users encounter difficulties logging in with their account, here's what you can do to address the issue:
a. Encourage the user to reset their password if they've forgotten it.
b. Verify that the email address associated with the account is active and functioning.
c. If necessary, refer to the steps in Part 1 to invite or rename the email as appropriate.
Conclusion: Efficiently managing email invitations and admin accounts is essential for a smooth user experience. Follow the steps outlined in this guide to invite new emails, rename existing ones, and safeguard admin accounts. By adhering to these best practices, you can address common issues and maintain the integrity of your accounts.