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Invite Users To Your Drum Account
Invite Users To Your Drum Account

How to invite new users to your Drum account

Ben Walker avatar
Written by Ben Walker
Updated over 10 months ago

BEFORE YOU START

Have you:

  1. Setup Roles their permissions in Drum;

  2. Setup Resource Types in Drum;

  3. Got each new User's Full Name & Email address;

  4. Considered if this new User will be a Resource (ie, bookable and/or billable)? If yes, it is best practice to have a User's Resource data setup in Drum first so you can link the two during this step.

TIP: Ensure you refer to Drum's Glossary for full definitions of key terms including Admin, Member and Roles to help you on your way.

Once the above data is established, you are now ready to get your Users working in Drum. These instructions will allow you to invite a New User to your existing Drum account and assign them the required permissions (Admin or Member) and any Roles required to navigate Drum.

If your User will also be a Resource (bookable/billable) then you can link the two data sets at this time.

QUICK STEPS

  1. Select your User icon, right hand side of the screen;

  2. Select "[YOUR COMPANY NAME]" from dropdown options;

  3. Select "Invite a User" button;

  4. Enter the Full name and email address of the new User;

  5. Select the relevant Account Type "Admin" or "Member".

  6. Select relevant Role/s;

  7. If applicable, Link the User with their associated Resource data;

  8. If applicable, Select "Create a New Resource upon Invite Acceptance". Don't forget to manually enter Resource data once the User has accepted their invite.

  9. Select "Send Invite"

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