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Knowledge Base

1.8. How to invite a new user

Step 1. Go to User Management

  1. Log in to the client panel.
  2. In the upper right corner, click Hello, [Your Name].
  3. Select User Management.

Step 2. Send an invitation

In the Invite New User section:

  1. Enter the user’s email address.
  2. Select the access type:
    • All Permissions — full access
    • Choose Permissions — select individual permissions
  3. Click Send Invite.

After sending the invitation, the user will receive an email at the specified address.

Invitation email

An email will be sent with an Accept invitation button.

⚠️ Please note:

The invitation is valid for 7 days. If the deadline expires, you will need to send a new invitation.

Accepting the invitation

After clicking Accept invitation, the user will be taken to a confirmation page.

There are two possible options:

If the user already has an account:

They simply enter their username and password and click Login.

If they do not have an account yet:

They must fill out the registration form:

  • First Name
  • Last Name
  • Email
  • Password
  • and click Register.

After registration

After successful registration and login:

  • The user will be taken to their client panel.
  • They will appear in the list of users in the User Management section.

Now you can:

  • Change their permissions (Manage Permissions)
  • Remove access (Remove Access)

Changing user access permissions

If you need to change a user’s permissions:

  1. Go to User Management.
  2. Next to the desired user, click Manage Permissions.

The permissions management page will open.

  1. Select or deselect the necessary permissions.
  2. Click Save Changes.

After saving, the changes will take effect immediately.

Deleting a user

To delete a user from your account:

  1. Go to User Management.
  2. Click the Remove Access button next to the desired user.
  3. Confirm the action.

After that, the user will lose access to the account.

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