How to Invite a User?

You can easily invite a new user in Wafeq to manage your accounts or access the system with specific permissions.

Steps to Invite a New User in Wafeq

1. Go to the top-right corner of the screen and click on your company's name.

2. From the dropdown menu, select "Invite Users".

3. Enter the user's details as follows:

   • Email address

   • Select the employee to be linked to the user in the "Mapped to Employee" column

   • Choose the appropriate role for the user from the dropdown list (e.g., Accountant, Manager, etc.)

4. After entering the details, click the "Send" button to send the invitation.

An invitation will be sent to the user's email to activate their account and access the system based on the permissions granted.

The user should click on the "Accept Invite" button to update the invitation status in the system from "Sent" to "Accepted".