--- title: How To Invite A New User To easyAML description: How to manage your team by inviting new users to the easyAML platform. --- [Skip to content](https://knowledge.easyaml.com/how-to-invite-a-new-user-to-easyaml#main-content) English - Australia Show submenu for translations Open main navigation Close main navigation - English - Australia Show submenu for translations How can we help you? - There are no suggestions because the search field is empty. 1. [easyAML Help Centre](https://knowledge.easyaml.com/?hsLang=en-au) 2. [How-to Guides](https://knowledge.easyaml.com/how-to-guides?hsLang=en-au) 3. [Account Settings](https://knowledge.easyaml.com/how-to-guides?hsLang=en-au#account-settings) # How To Invite A New User To easyAML ## How to manage your team by inviting new users to the easyAML platform. How to manage your team by inviting new users to the easyAML platform - configuring user details and sending invitations to your colleagues. **On this page: [Download the manual](https://knowledge.easyaml.com/hubfs/easyAML/Adding%20Users%20and%20Starting%20Their%20PDD%20-%20PDD-02.pdf?hsLang=en-au)** · **[Watch the video](https://knowledge.easyaml.com/how-to-invite-a-new-user-to-easyaml#video)** · **[Step-by-step guide](https://knowledge.easyaml.com/how-to-invite-a-new-user-to-easyaml#stepbystep)** **Download a copy:** [Adding Users and Starting Their PDD - PDD-02](https://knowledge.easyaml.com/hubfs/easyAML/Adding%20Users%20and%20Starting%20Their%20PDD%20-%20PDD-02.pdf?hsLang=en-au) (PDF). The complete [easyAML Platform User Manual (July 2026)](https://knowledge.easyaml.com/hubfs/easyAML/easyAML%20Platform%20User%20Manual%20July%202026.pdf?hsLang=en-au) (PDF) is also available. ## Step-by-step guide 1. Navigate to the Users settings page: [https://app.easyaml.com/settings/users](https://app.easyaml.com/settings/users) 2. Click '+ Invite User' to open the invitation modal. 3. Click the **First Name \*** field. 4. Include a custom message (optional). \\ Note: this message will be sent with the invitation, it may be useful to include any instructions you'd like your new 'user' to follow in the custom message. \\ \\ Then click **Send Invitation** ### Additional notes Open this area of the platform directly: [Users settings](https://app.easyaml.com/settings/users) ### Related articles - [How can I invite other staff members?](https://knowledge.easyaml.com/inviting-staff-members?hsLang=en-au) - [Add Users and complete Personnel Due Diligence (PDD)](https://knowledge.easyaml.com/add-users-and-complete-personnel-due-diligence-pdd?hsLang=en-au) - [easyAML Set-up Checklist](https://knowledge.easyaml.com/easyaml-set-up-checklist?hsLang=en-au) - [Training Videos](https://knowledge.easyaml.com/training-videos?hsLang=en-au#main-content) - [Register for Upcoming Webinars](https://knowledge.easyaml.com/training-videos?hsLang=en-au#register-for-upcoming-webinars) - [Previously Recorded Webinars](https://knowledge.easyaml.com/training-videos?hsLang=en-au#previously-recorded-webinars) - [FAQs](https://knowledge.easyaml.com/faqs?hsLang=en-au#main-content) - [General](https://knowledge.easyaml.com/faqs?hsLang=en-au#general) - [AML/CTF basics](https://knowledge.easyaml.com/faqs?hsLang=en-au#aml-ctf-basics) - [Getting started](https://knowledge.easyaml.com/faqs?hsLang=en-au#getting-started) - [Compliance Program](https://knowledge.easyaml.com/faqs?hsLang=en-au#compliance-program) - [Customer Due Diligence (CDD)](https://knowledge.easyaml.com/faqs?hsLang=en-au#customer-due-diligence-cdd) - [Training](https://knowledge.easyaml.com/faqs?hsLang=en-au#training) - [Reporting](https://knowledge.easyaml.com/faqs?hsLang=en-au#reporting) - [Sector Coverage](https://knowledge.easyaml.com/faqs?hsLang=en-au#sector-coverage) - [Pricing & Plans](https://knowledge.easyaml.com/faqs?hsLang=en-au#pricing-plans) - [Sales & Onboarding](https://knowledge.easyaml.com/faqs?hsLang=en-au#sales-onboarding) - [Trusts & Complex Structures](https://knowledge.easyaml.com/faqs?hsLang=en-au#trusts-complex-structures) - [Reliance & KYC Sharing](https://knowledge.easyaml.com/faqs?hsLang=en-au#reliance-kyc-sharing) - [ACMA SMS Sender ID Register](https://knowledge.easyaml.com/faqs?hsLang=en-au#acma-sms-sender-id-register) - [Quick Answers](https://knowledge.easyaml.com/faqs?hsLang=en-au#quick-answers) - [How-to Guides](https://knowledge.easyaml.com/how-to-guides?hsLang=en-au#main-content) - [Tasks](https://knowledge.easyaml.com/how-to-guides?hsLang=en-au#tasks) - [Transactions](https://knowledge.easyaml.com/how-to-guides?hsLang=en-au#transactions) - [Entities](https://knowledge.easyaml.com/how-to-guides?hsLang=en-au#entities) - [Insights](https://knowledge.easyaml.com/how-to-guides?hsLang=en-au#insights) - [Training](https://knowledge.easyaml.com/how-to-guides?hsLang=en-au#training) - [Compliance](https://knowledge.easyaml.com/how-to-guides?hsLang=en-au#compliance) - [Reports](https://knowledge.easyaml.com/how-to-guides?hsLang=en-au#reports) - [Account Settings](https://knowledge.easyaml.com/how-to-guides?hsLang=en-au#account-settings) - [Billing & Plans](https://knowledge.easyaml.com/how-to-guides?hsLang=en-au#billing-plans) - [KYC Information](https://knowledge.easyaml.com/kyc-information?hsLang=en-au#main-content) - [Client Resources](https://knowledge.easyaml.com/kyc-information?hsLang=en-au#client-resources) - [Person being verified](https://knowledge.easyaml.com/kyc-information?hsLang=en-au#person-being-verified) - [Glossary](https://knowledge.easyaml.com/glossary?hsLang=en-au) - [Integrations](https://knowledge.easyaml.com/integrations?hsLang=en-au#main-content) - [General](https://knowledge.easyaml.com/integrations?hsLang=en-au#general) - [Action Step](https://knowledge.easyaml.com/integrations?hsLang=en-au#action-step) - [Clio](https://knowledge.easyaml.com/integrations?hsLang=en-au#clio) - [XPM](https://knowledge.easyaml.com/integrations?hsLang=en-au#xpm) - [Scantek](https://knowledge.easyaml.com/integrations?hsLang=en-au#scantek) - [News Feed](https://knowledge.easyaml.com/news-feed?hsLang=en-au#main-content) - [Latest Release Notes](https://knowledge.easyaml.com/news-feed?hsLang=en-au#latest-release-notes) - [Support](https://knowledge.easyaml.com/support?hsLang=en-au) [![easyAML-Logo\_Magenta](https://knowledge.easyaml.com/hs-fs/hubfs/easyAML-Logo_Magenta.png?width=200&height=47&name=easyAML-Logo_Magenta.png "easyAML-Logo_Magenta")](https://easyaml.com/) Copyright © 2026, easyAML