Description: The RDM portal enables you to easily send invitations to other users. Once a user has accepted the invitation, they will be able to see the status of all AirDial units on the account. You can choose what level of access each invited user needs. User roles can be edited to provide more or less control over the account. Users can be removed when they no longer require access to RDM.

Resolution:

TABLE OF CONTENTS

• Sending a user an invitation 
  • Step 1: Select the "Users" tab in the navigation bar. Next click "Invite New User".
  • Step 2: Enter the user's email address and select a role. Next click the "Invite" button.
  • Step 3: You should now see a confirmation that the user has been invited. You can view pending invitations by clicking the checkbox beside the "Invite New User" button.
• Accepting an invitation
  • Step 1: Accept the invitation by clicking the link provided in the invitation email.
  • Step 2: Click "Continue" after verifying you are signed in as the desired account. 
  • Step 3: Done! Invitation Accepted!
• Editing user roles
  • Step 1: Click the pencil icon in the row of the user you want to edit. 
  • Step 2: Select the desired role from the drop down menu and click "OK".
• Removing a user
  • Step 1: Click the icon with the minus sign in the row of the user you want to remove.
  • Step 2: Verify you have selected the desired user and click "PROCEED". 

Sending a user an invitation 

Step 1: Select the "Users" tab in the navigation bar. Next click "Invite New User".

Step 2: Enter the user's email address and select a role. Next click the "Invite" button.

• Editor - Can see the status and edit configuration of devices.

Step 3: You should now see a confirmation that the user has been invited. You can view pending invitations by clicking the checkbox beside the "Invite New User" button.

Accepting an invitation

Step 1: Accept the invitation by clicking the link provided in the invitation email.

Step 2: Click "Continue" after verifying you are signed in as the desired account. 

Step 3: Done! Invitation Accepted!

Editing user roles

Step 1: Click the pencil icon in the row of the user you want to edit. 

Step 2: Select the desired role from the drop down menu and click "OK".

Removing a user

Step 1: Click the icon with the minus sign in the row of the user you want to remove.

Step 2: Verify you have selected the desired user and click "PROCEED".