Tutorials and Guides

Make the most of C2 Keep with tutorials

NEW: How to invite teammates to your pharmacy's C2 Keep account.

Inviting Teammates and Managing Access

NEW: How to invite teammates to your pharmacy's C2 Keep account.

Invite team members and assign user roles efficiently.

Last updated on 25 Mar, 2026

Since we now have user permissions, the way to invite teammates is a little different but still very intuitive. Let's look at the steps:

Step 1: Navigate to Team Section

As an admin, navigate to the team section and then click on Invite in the top right.

Step 2: Enter User Email

Enter the user's email. In this case, we can invite test user.

Snapshot

Step 3: Select User Rights

You will be able to select user rights, either staff or admin, and then assign the user role permissions based on your selection.

Snapshot

Step 4: Invite More Users

You can invite more users at the same time and select their rights as well as their user permissions.

Snapshot

Step 5: Send Invite

Send the invite and enter your PIN.

Step 6: Check Invite Status

The invited users will show in the Invite pending section. Once these users' invitations have been confirmed, they'll show up in the active section of your team. If they're suspended users, they'll appear in the suspended section.

Snapshot

Did you find this helpful?
Previous

How to invite teammates to your pharmacy’s C2 Keep account

Next

Powered by InstantDocs