How to Invite New Remote Users

Once your organization has a Cloudica™ account, you can begin inviting your team to register and join. Both Owners and Managers can send user invitations at any time.

Start Inviting Users

To invite users via email:

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1. Click the “Invite” button on the left panel of the dashboard.

2. In the text box, type the email addresses of the people you want to invite.

Separate multiple emails using a comma or a space.

3. Click anywhere outside the text box to add each email entry.

4. To remove an email from the list, simply click on it and it will be deleted.

5. Choose a Manager:

Click the Set Manager box.
Select from the dropdown list.

6. Assign a Role:

Click the Role box.
Select either Remote User or Manager.

Tip: If you want to assign unique Managers, Teams, or Roles for each user, invite them one at a time.

What Happens Next?

Invited users will receive an email invitation.
The email includes a “Join Cloudica™” button.
Clicking the button begins the account setup process.
Once setup is complete, users appear in the Active Users list and in the Org Chart.

Invite via Link

You can also generate an invitation link for each user:

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After sending the email invitation, find the Invited Data box with their email.
Hover over or click the box.
A link icon will appear.
Click the icon to copy the invitation link.
Manually send the link to the user.

Useful when email delivery is delayed or blocked.

Invite Users via User Menu

You can also send invites directly from the User Menu:

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Click your avatar at the top of the dashboard.
Select “Send Invite” from the dropdown.
This opens the Invitation Form.
Follow the same steps listed above to complete the process.

Canceling an Invitation

You can revoke an invitation before it’s accepted:

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Click the “Invite” button to open the invitation dashboard.
Go to the Pending Invites section.
Find the Invited Data box of the user.
Hover over or click the box.
Click the X icon to cancel the invitation.

Once canceled, the invite link becomes invalid.

Error Notifications

You may see alerts for the following:

Duplicate invitations
Invites sent to blocklisted emails

In these cases, the invitation will not be sent.