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Invite users to the craftsman portal

Handwerkerportal

IC2049
Handwerkerportal

You can invite new users to use the FM Portal with just a few clicks via a standard email.

Prerequisite

  • The user record exists

Procedure in the FM Portal

Path to the starting point: Basic Data - Personnel List

  1. Open the user record of the user you want to invite to use the eTASK.FM portal.

  2. Click on Invite User... in the toolbar. The Invite User... window opens.

  3. Fill in the fields in the window.

  4. Click the green checkmark icon.

The user will now receive an email with further instructions.

Green banner with lightbulb icon and German text
Green banner with lightbulb icon and German text "Guck auch mal hier rein:" suggesting to look inside

📄 Neue Benutzer anlegen IC1516

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