In this article you will learn step-by-step instructions on how to invite users in Equip.

Inviting Users allows for other users to have Administrative/Ownership access of your Equip Program, as an owner, Program Director, etc. If you would like to add students or mentors, please see the “Add Students” and “Add Mentors” guides (HYPERLINK).

Step 1: The first step in inviting users is locating the program settings. To do this, on the home page or any page of the navigation, select your profile image in the upper right hand corner.

Step 2: After selecting this, a menu will become visible, offering navigation to the program Settings. Select “Settings” from the drop down menu.

Step 3: Now, another menu will be available on the right hand side of the screen. This is where all program settings can be edited. Select “Users” navigate to User Settings.

Step 4: Click the “Invite User” button in the upper right hand corner to begin inviting users. Users will receive an email once you complete the invitation.

Step 5: In the Name textbox, enter the full name of the user.

Step 6: In the Title textbox, add the user’s title.

Step 7: In the email textbox, add the user’s email. This is the email that will reveive your invitation to join Equip.

Step 8: In the Role textbox, assign a role to the user from the dropdown menu. This will be related to the user’s Equip access level.

Step 9: Select the “Invite User” button at the bottom of the screen to complete the invitation and to have it sent to the user.

Step 10: Congratulations! You have now invited a user to your Equip account. They will receive an email with the next steps.