1. Orbee KB
  2. Getting Started
  3. Introduction to the Platform

How to Grant User Access to the Orbee Platform

Ready to share your Orbee Platform access? Follow these 3 easy steps.

Now on the Orbee Platform, clients can manage their own user additions. This approach streamlines workflows, and builds platform familiarity, ultimately maximizing the Platform's value for clients.

 

Step 1: Log into the Orbee Platform and head to General Settings.

 

step 1

Step 2: From there, go to User > Management. Click on the "Invite User" button.

 

step 2

 

Note: Only admin users are allowed to control user access and management directly on the Orbee platform.


Step 3: Enter the new user's information, carefully choose access level (Admin or Read-only) based on their roles and responsibilities, and click Invite to send out invitation. New users will get a welcome email, while existing users will be notified about their access to your account. 

If you need assistance with bulk user additions or have any other questions related to the user management process, contact support@orbee.com.

 

step 3

 

Tip: Regularly review and update user access as needed to maintain platform security and efficiency.