Invite Team Members

Invite additional users to your organisation and assign them appropriate access roles within PATtech.

Steps to Invite a Team Member

1. Log in to your PATtech account.

2. From the left navigation menu, click Settings.

3. Under Settings, select Team Members.

4. Click the Invite button.

5. Enter the email address of the new team member.

   Note: The email address must NOT already exist in the PATtech system.
   It must be a new (fresh) user who has not previously registered.

6. Select the appropriate User Role from the dropdown:

   • Owner – Full system access (primary account holder).
   • Admin – Full system access.
   • Member – Limited access (read-only access to selected pages).
   • Auditor – Read-only access to all pages.

7. Click Send Invite.

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What Happens Next

1. The invited user will receive an email invitation.

2. The user must:

   • Set a new Username
   • Create a Password

3. Once the setup is complete, the new team member can log in.

4. The user will only be able to access features based on the role permissions assigned during invitation.