In Mekari Sign, you can now invite other users to your Company account, allowing you and your team to easily share document access. There are 2 access levels: Owner and Admin.
By inviting other users to your company account, you are allowing the document data, contacts, and stamps from the accounts of the users you invite to be merged into your account. However, you do not need to worry because data access for documents will depend on the permissions granted. See the explanation here.
After the invitation has been sent successfully, the invitee must accept the invitation within 3 days to access and merge document data, contacts, and e-Meterai.
Here are the steps:
A. How to Invite Users
Go to the Settings menu.
Click the “Manage users” tab under User management.
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Click “Invite user” to invite a user.
Before inviting a user, you need to check the total user quota available for invitations.
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Enter information such as the user's name, email, and position in the company.
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Select the role to be assigned to the user.
There are 3 roles to choose from:
- Admin: Has full access to the Mekari Sign account and the ability to change user management and quota data.
- Approval only: Can only submit requests for approval, approve, and sign documents.
- Member: Has full access to the Mekari Sign account without the ability to change user management and quota data. -
Then check this box to agree that all documents owned by the user you invite will be merged with your document data, and then click “Invite user”.
You will then be directed to this view, where you can see the user you just invited with the status Pending, which means the user has not accepted the invitation you sent.
You can also click “Action” to resend or cancel the invitation.
For your information, users who accept the invitation will follow the subscription plan owned by the owner. See here for detailed information.
B. How to Accept an Invitation (User Activation)
After you have been invited by the Owner or another Admin to access the shared document list, the next step is to go to your email and accept the user invitation that was sent.
You will then receive an invitation email as shown below. Click “Accept invitation” to accept the invitation.
You will then be directed to the consent page. Click “Accept invitation” to continue.
If you do not yet have a Mekari Sign account, you will be directed to the Mekari Sign account registration page, as shown below.
However, if you already have a Mekari or Mekari Sign account, you will be directed to the login page, as shown below.
That concludes the explanation of how to invite users. Next, learn how to manage users here.
