Sometimes, you might find a record on Almabase but struggle to grant admin access because the individual hasn't registered or linked themselves to the record on the platform.
Understanding Records vs. Users:
Record: Represents a profile with a set of data for a person on the platform.
User: Someone who has registered or signed up on the platform and linked themselves to a record.
Inviting Individuals to Sign Up:
In cases where there’s a record without a linked user, invite the person to sign up.
Navigate to the person’s profile and click on the “Invite User to Signup” option. This helps reduce duplicates.
How the 'Invite User to Signup' Option Works:
After adding a new record or if you’re not using Almabase’s front end for logins, use the “Invite User to Signup” option on the user’s profile. Find out more here.
The invited user will receive an email invitation to join the platform.
The email contains a “Claim account” link, leading them through the registration process.
Post Registration:
Once the individual completes the registration, you can then proceed to grant them admin access or approve their user status for site interaction.
Please write to us at help@almabase.com or through the Intercom Chat 💬 if you have any queries or concerns😄.