How do I manage access to an account or switch between multiple accounts in InventoryBase?
Managing access and account switching in InventoryBase is straightforward. Below is a comprehensive guide on how to handle common scenarios related to invitations, pre-registered emails, and switching between multiple accounts.
Overview of Invitations for Pre-Registered Emails
When you invite a team member whose email is already associated with an InventoryBase account, they will still receive an invitation email to set up access. The user has the following options:
Complete Access Setup: They can click on the invitation link and set up access as instructed.
Login with Existing Credentials: If they already have an InventoryBase account, they can log in using the same email and manage access. This includes setting a password for each profile or organization linked to their account.
Switching Between Multiple Accounts
For users associated with multiple accounts or organizations within InventoryBase, it’s easy to switch between them. Follow these steps:
Log into your InventoryBase account.
Click on your profile icon, located in the top-right corner of the dashboard.
Select "Switch Accounts" from the dropdown menu.
Choose the desired account from the list of accounts linked to your email address.
This will allow you to seamlessly view and manage all organizations tied to your email.
Troubleshooting Access Issues
Should a user experience difficulties accessing an invitation or switching accounts, ensure they:
Confirm they’re using the correct email address associated with their invitation.
Reset their password if they’re unable to log in.
If these steps do not resolve the issue, contact InventoryBase support for further assistance.
Related Topics
Setting Up New Team Members
Managing Account Settings
Resetting Your Password