How To Invite A User

At some point, you might need to add people to your group account. PRX ID has a simple method to help you do this!

STEP 1: Log in to PRX ID with your username and password.

STEP 2: Select “view accounts” in the Dovetail Access section of the dashboard.

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STEP 3: Select your account from the list of accounts shown.

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STEP 4: Select “members” from the options on the left.

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STEP 5: Select “+ Invite User” from the options on the upper right of the screen.

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STEP 6: Enter the information in the fields shown. Note: email and role are mandatory fields, but an additional message is not.

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Note: If the person you’re inviting already has a PRX ID account, the invite will appear in their ID dashboard as a notification. If they do not, they will receive an email inviting them to complete setup of an ID account in order to accept the invite Any invite can be deleted from the Members page as long as they have not accepted the invite yet.

That’s it! The new member(s) will  be able to accept the invitation and they’ll be added automatically once they accept.

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