🧠In this guide:
What you need before you begin
Before sending out an admin invitation, make sure you have admin access in Velory for Partners.
You also need to have already added the company in Velory. Once this is done, you can invite the customer’s first admin user. This helps them get started quickly and ensures a smooth onboarding experience.
Step-by-step instructions
How to send an admin invitation
- Log in to Velory for Partners
- Select Companies in the overhead tab
- Click on Users and select the + invite user button
Fill information
Enter the required information (such as name, email, and start date). Make sure to review all the details carefully. When done click “save” to send the invitation
Good to know
đź’ˇ The invited admin will receive an email with instructions to:
- Activate their account
- Create a password
- Log in to Velory
👉 Additional useful information:
- If the user doesn’t receive the email, ask them to check their spam or junk folder.
- You can resend the invitation at any time from the Users section.
- Make sure the email address is entered correctly, otherwise, the invitation won’t be delivered.
- It’s recommended to invite at least one primary admin who will manage users and settings for the company.