- Concord Support Center
- Adding Users & User Roles
- Administration
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Getting started
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Reports
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Integrations
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Data & Analytics
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Adding Users & User Roles
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Product Updates & Enhancements
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Collaboration & E-Signature
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Users and Sharing
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Billing and Subscriptions
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Managing Your Preferences
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Single Sign-On & Login Integrations
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Documents & Contracts
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Collaboration Functionality
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Templates
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Approval Workflows
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Account Settings
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Concord API
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Salesforce Integration
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Managing Your Documents
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Automation Workflows
Invite Colleagues to Concord
You can invite any colleague from your company to join Concord to share and collaborate on contracts.
Adding Colleagues
- To invite one or more of your colleagues to Concord, click on the gear icon at the bottom left corner of the screen. Under Company select 'Users'.
- Then select 'Add User'.
- Add the email address of the colleague you would like to invite and assign them a role.
- Add a personal message, and select Send.
Resend Invitations
You can view the list of active users from your organization and users awaiting approval by clicking on: the gear icon, then under the Company Options, select Users.
To re-send invitations to your colleagues:
- Select the colleagues that need a follow-up invitation.
- Click on 'Resend invitation' and a new email will then be sent to the selected colleagues.