How to Invite Users on Mekari Sign

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Learning Center Mekari
  • Updated

In Mekari Sign, you can now invite other users to your Company account, so you and your team can share document access easily. There are 2 accesses, namely as Owner and Admin.

By inviting other users into your Company account, you allow document data, contacts, and stamp from other user accounts that you invite to join your account. But you don't need to worry, because access to data from documents will depend on the authority given, see the explanation here.

Once the invitation has been successfully sent, the invitee must accept the invitation within 3 days, to be able to access and merge their document, contact and stamp data.

Here are the steps:

A. How to Invite Users

  1. Go to Settings menu.
  2. Select Users tab.
  3. Click "Invite user".

    Before inviting users, you need to pay attention to the total quota of users you can invite.

  4. Complete information such as name, email, position name, and the role you wish to be assigned.
  5. Then tick this to agree that all documents owned by the user you are inviting will join your document data, then click "Invite user".
  6. After that you will be directed to this view, where you can see the user you just invited, with the status Pending, which means that the user has not accepted the invitation you sent.
  7. In addition, you can click "Action" to send the invitation again or cancel the invitation.
  8. For your information, users who have accepted the invitation will join the subscription plan owned by the owner. See here for details.

B. How to Accept Invitation (User Activation)

  1. After you have been invited by the Owner or another Admin to be able to access the shared document list, the next step is to log in to your email to accept the user invitation that has been sent.
  2. Then, you will receive an invitation email as follows. You can click "Accept invitation" to accept the invitation.
  3. Then you will be directed to the approval page, click "Accept invitation" to continue.
  4. If you do not have a Mekari Sign account, you will be directed to the Mekari Sign account registration page, as follows.
  5. But if you already have a Mekari account or Mekari Sign, you will be directed to the login page, as follows.