Inviting Users

The main difference between Coghead Free accounts and Coghead Standard accounts is the amount of alotment of storage and records. If you have a Free account, you are limited to 10 Applications, with 500 Records. If you have created a Standard account, you have an unlimited amount of applications and can have up to 10k records. There are two types of users you can invite to your accounts, Regular users and Guest users. Regular users already have a Coghead Member ID while Guest users will have to sign up for Coghead so that they can become part of your Workgroup account and they will have a 10 day trial.

To invite a user to your account you must know their exact Coghead Member ID or e-mail address. You can invite a user to your account through these steps:

 

There are two ways to invite Users:

  1. You can invite Users on the Home Page. In the Quick Start section, click on Invite Users.
  2. You can Invite Users in the Account Management Page, click on Manage and select Members from the drop down list.

     

  3. In the Members tab, click on the Invite Users action button the Invite User dialog box will appear, you can choose to invite Users by their Coghead Member ID or by their email address.

If you are inviting users by their Member ID, you will see this:




If you are inviting users by their email address, you will see this:




As a Workgroup account, you can specify what type of user they will be.


Pending Invites

Once you have invited Users, you can manage the list of Users you invited to the account through the Pending Invites tab on your Account Management Page.