Adding someone to the management side of your company is an invitation, not an instant account. You send it, and the person has to accept before they can work in your company account.
Sending the invitation
- Open Users from the sidebar.
- Click Add new.
- In the Add new user dialog, enter their Email Address.
- Pick a Role. Management User and Management Viewer are always available; Management Admin appears in the list only if you are a Management Admin yourself.
- Click Add.
The person immediately appears in the list with the status Pending and the role you chose.
You need to be a Management Admin or a Management User to invite someone. A Management Viewer will not see the Add new button.
What the invited person receives
What arrives in their inbox depends on whether they already use Nauticare:
- New to Nauticare — they receive a create account email with an activation link. They follow it, set up their account, and then accept the invitation.
- Already has a Nauticare account — they receive a company invitation email asking them to sign in.
Either way, the last step is the same: after signing in they see a yellow banner on their Account page inviting them to join your company, with Accept and Decline buttons. Choosing Accept asks them to confirm, and then puts them into your company with the role you chose. Choosing Decline removes the invitation.
Once they accept, their row on the Users page changes from Pending to Active and their name fills in.
Resending an invitation
If the email was missed, click Resend Invitation on the pending row. A confirmation appears at the bottom of the screen once it has gone out. Management Admins and Management Users can resend; Management Viewers cannot.
Cancelling an invitation
A Management Admin can withdraw an invitation that has not been accepted yet: click Remove on the pending row and confirm. The invitation disappears from the list and from the person's Account page, so they can no longer accept it. You can invite the same address again afterwards.
If adding the user fails
The dialog shows Failed to add user when the invitation could not be created. The usual reasons are:
- The person already has an invitation waiting. Somebody can only hold one open invitation at a time — for your company, for a yacht, or as a yacht owner. They have to accept or decline that one before a new one can be sent.
- You tried to invite a Management Admin without being one. Only a Management Admin can create another Management Admin.
Bear in mind that a Nauticare account belongs to one company at a time. If the person you are inviting is currently in another company, accepting your invitation takes them out of it.