System Integrators: How to invite your customers to their customer organization

On the mobile app:

1. Log in to the meter.me user app using your System Integrator organization. You must have a Super Installer, Systems Admin, or Installer role in order to invite customers to an organization you manage.
2. Navigate to the customer organization where you'd like to invite users:-
   • In the side navigation bar, selecting View organization
   • You’ll see a list of customer organizations: search and select the one you want
3. Select the menu button (…) in the upper right corner
4. Select Users
5. Select Invite
6. Enter the user's email address and select Next
7. If the user has never used the app before, you can optionally enter their name (or skip it and we’ll ask the user to enter their own name when they log in)
8. Select the appropriate role for the user
   • See details on the available roles within a customer organization here: Customer Roles & Permissions in Organizations
9. Select Send Invite

On the web app:

1. Log in to web.meter.me using your system integrator organization
2. Select the customer organization you want to invite a user to
3. Select the menu icon (three dots) in the upper right corner of the organization view
   • Select Users
   • Select Invite User
   • Enter the user’s email address and select Next
4. If the user has never used the app before, you can optionally enter their name (or skip it and we’ll ask the user to enter their own name when they log in)
5. Select the appropriate role for the user:
   • See details on the available roles within a customer organization here: Customer Roles & Permissions in Organizations
6. Select Send Invite by email