Assign users to account

1) After creating your account, you now need to add a user to this account. Login to the registry, go to the company tab, click [...], highlighted in red below, and invite user to account

2) A pop up box will appear where you should fill in your (or a fellow employee’s) email address and role. Then click invite.

Note: There are two types of roles for users:

-“Initiate and approve” should be selected for users who should be able to initiate and approve actions (e.g. transfers, retirements, and booking if relevant)

-“Read only” should be selected for users who should be able to see account information but not have the ability to initiate and approve actions.

3) Once approved by the Katalist administrators, the employee whose information was provided in the previous step will receive an email informing them they are now part of Katalist