Teams often want to collaborate on underwriting but aren’t always sure how to bring additional users into their U-Rite organization. Because Deals, models, and shared resources live at the organization level, inviting teammates is essential for enabling collaboration and centralized model management. U-Rite provides an easy workflow to add users to your organization and manage access.
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To invite a new user to your U-Rite organization, follow these steps:
- Log in to the U-Rite Dashboard
Use your credentials to access your Dashboard. - Navigate to the Organization / Team Management Section
Open the Organization or Team Management page, where you can view all current members, their roles, and their access permissions. - Click Invite User
Locate and select the Invite User button to begin adding a new team member. - Enter the User’s Email and Assign a Role
Provide the user’s email address and select the appropriate role (if applicable).- Roles determine whether the user can manage subscriptions, edit organization settings, or simply access shared Deals and models.
- Send the Invitation
Once submitted, the user will receive a notification directly on their Dashboard prompting them to accept the invitation. - User Accepts the Invitation
After acceptance, the user is automatically added to your organization and can be added to shared Deals and models immediately. - Manage User Roles or Access (Optional)
Return to the Organization page if you need to:- Update user roles
- Deactivate a user
- Resend an invitation
- Adjust permissions
If the invite email isn’t received, you can cancel and re-send the invitation, or ask the user to check their spam or junk folders. For persistent issues or questions about organizational access, contact support@u-rite.com for assistance.
