> For the complete documentation index, see [llms.txt](https://docs.aicrisk.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.aicrisk.com/admin/users/inviting-a-new-user.md).

# Inviting a New User

**Inviting a New User:**

To invite a new user to the platform, follow these steps:

1. **Navigate to the Home Screen:**
   * Access the application and log in with your credentials.
   * Once logged in, you will land on the Home Screen.

     <figure><img src="/files/Q4U2CPoYnY1yJQNnqWzR" alt=""><figcaption></figcaption></figure>
2. **Access the Admin Panel:**
   * On the Home Screen, locate the dropdown menu in the top-left corner of the interface.
   * Click on the dropdown menu to view its options.

     <figure><img src="/files/Ds5MBEXarGitIPg949Gj" alt="" width="275"><figcaption></figcaption></figure>
3. **Navigate to the Users Section:**
   * Within the dropdown menu, locate and select the "Admin" option. This action will redirect you to the Admin Panel.

     <figure><img src="/files/XirCoMw4GVjl1MflFpMK" alt=""><figcaption></figcaption></figure>
4. **Initiating the Invitation Process:**
   * Once you're in the Admin Panel, navigate to the "Manage Users" tab.
   * Click on the "Invite New User" button to initiate the invitation process.

     <figure><img src="/files/PfMfFtaB7RC7yxYNOwqa" alt=""><figcaption></figcaption></figure>
5. **Completing the Invitation Form:**
   * Upon clicking the "Invite New User" button, an "Invite New User" panel will open.
   * In the invitation panel, enter the new user's details:
     * First name
     * Last name
     * Email address
     * Optional phone number
     * Select the user's default agent from the dropdown menu.

       <figure><img src="/files/Z67jZtpLJ9iE8B36ZNI0" alt=""><figcaption></figcaption></figure>
6. **Sending the Invitation:**
   * After entering the required information, review it for accuracy.
   * Once satisfied, click on the "Add User" button or similar action to send the invitation to the new user.

     <figure><img src="/files/WIQaBhfohtjeoiGnWSJO" alt=""><figcaption></figcaption></figure>
7. **Confirmation:**
   * Upon sending the invitation, a confirmation message may appear to indicate that the invitation has been sent successfully.
   * The new user will receive an email containing instructions on how to complete their registration and set up their account.

**Note:** Ensure that you enter the new user's information accurately, including a valid email address, to ensure successful delivery of the invitation.

#### Additional Information:

* **Company Admin Privileges**: Please note that only users with company admin privileges can access the admin panel and manage users.
* **User Licenses:** Make sure your company has purchased enough licenses to accommodate the new user. If your company does not have enough licenses you will not be able to add a new user.