Invite a User with an Existing Account in Prolaera to Join Your Firm

You may encounter instances where your end-users have an existing Prolaera account, and you'll need to take a few additional steps to ensure the user's account is located in the firm environment. User accounts can be created individually outside of a firm environment in the ways outlined below:

• The user signed up for a Prolaera account before joining the firm with their firm email address. Alternatively, users could potentially have an individual account under their personal email address or through another organization.
• The user participated in an integrated webinar and an account was created on their behalf when attendee credit was validated and issued.

Create User Error

If you attempt to create a new user and see the error message below, simply click Invite to send a notification requesting that the user join your firm.

You will then receive confirmation of the invite in the upper right corner of the screen: 

The user (s) will be notified two ways:

1. They will receive an emailed invitation to join your firm's Prolaera account:
   • 
2. When logged into their account, the end-user will also see an invitation banner at the top of the screen (example shown below). They can either Accept or Reject the invitation. Admin users will be notified of their decision and can resend the invitation within User Settings at any time.

Update User Error

If the end-user's email address changed and a new Prolaera account has already been created with the updated email, you will see the following error message:

In this case, our team will be happy to help as needed. Contact us at support@prolaera.com to move or merge account(s), and if you have any further questions regarding unexpected account issues.