Inviting a New User to Your WEB Company
Step 1: Log in to Your WEB Account
Open your web browser and navigate to web.wincan.com.
Enter your login credentials (username and password) and click "SIGN IN"
Step 2: Access User Management
Once logged in, locate the "Management" section in the main menu.
Step 3: Navigate to Users
In the "Management" section, click on "Users" that pertains to user management within your account.
Step 4: Invite a New User
Look for the "Invite User" button to initiate the user invitation process and click on it.
Step 5: Fill in User Information
You will be presented with a form to fill in the new user's information. Complete all the required fields.
Step 6: Send the Invitation
After filling in the user's information, review it for accuracy.
Click the "Send Invitation" button.
Step 7: User Receives an Email
An email containing an invitation link will be sent to the provided email address.
Step 8: Confirm Account
The invited user should open their email inbox and find the invitation email.
In the email, instruct the user to click on the "Confirm Account" link to proceed with the account creation process.
Step 9: Handling Duplicate Email Address
If the email address provided is already associated with another company's account, the system will prompt the user to generate a new alias (a unique identifier) that they will use for logging in.
Step 10: Fill in Information
The invited user needs to complete another form to create his account/alias.
Step 11: Review and Send
After filling in all the data, review it for accuracy.
Click the "Send" button.
Step 12: New User (or Alias) Created
Once the alias is created, the new user (or alias) is now ready to use your company's account with the provided credentials.
Your new user (or new alias) is now successfully created and can access your company's resources and systems.
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