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How do I invite a new team member to the Aqua X portal?

Steps to send invitations for new team members to join

Expanding your digital workspace and collaborating with your colleagues is a simple process. Administrators can use the Aqua X user management features to quickly onboard colleagues and manage system access levels.

This guide provides direct, step-by-step instructions on how to add team members Aqua X accounts.

Step-by-Step: Invite New Users to Aqua X Dashboard

Follow these simple steps to issue an invitation to your team:

  1. Open Team Settings: Log into your primary workspace. Look at the primary navigation menu on the left sidebar and click on the Team Members page.

  2. Start the Invitation: Look at the top-right corner of your screen. Click the Add Team Member button to launch the user setup window.

  3. Fill Out the Profile: Enter the contact details for your new colleague:

    • Name: Type their full first and last name for accurate team sorting.

    • Email Address: Input their company email address. This serves as their login ID and destination for the system invite.

    • Phone Number: Enter a valid contact number. The platform uses this for account alerts and security verification.

  4. Choose a Role: Select the right permission tier from the dropdown menu to complete your Aqua X admin permissions setup.

  5. Send the Invitation: Click the Add User confirmation button at the bottom of the form to invite new users to Aqua X dashboard environments instantly.

Understanding Aqua X Manager vs Admin Roles

Choosing the right permission level keeps your workspace secure. Review this quick breakdown of Aqua X manager vs admin roles before assigning user access:

  • Admin: Grants full control over platform configuration. Admins can see and handle billing.

  • Manager: Grants everyday operational control over standard features, data tracking, and project tools. Managers cannot change or view billing details.

What Happens Next?

The platform processes your request immediately and sends an automated onboarding email to the recipient. This secure link lets the new user verify their identity and open the shared workspace.

If the email does not arrive within five minutes, ask the recipient to check their spam folder. Alternatively, an Admin can click Resend Invite next to their name on the active Team Members list.

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