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Inviting Users to Your U-Rite Organization

Dashboard

Inviting Users to Your U-Rite Organization​

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 a simple workflow to add users and manage access.

How to Invite a New User​

Step 1: Log In to the U-Rite Dashboard​

  1. Sign in using your U-Rite credentials.
  2. Open the U-Rite Dashboard.

Step 2: Navigate to Organization / Team Management​

  1. Open the Organization or Team Management section.
  2. Review:
    • Existing team members
    • Assigned roles
    • Current access permissions

Step 3: Invite a User​

  1. Click Invite User.
  2. Enter the user’s email address.
  3. Assign a role (if applicable).

Roles determine whether a user can:

  • Manage subscriptions
  • Edit organization settings
  • Access shared Deals and models

Step 4: Send the Invitation​

  1. Confirm the invitation details.
  2. Submit the invitation.

The invited user will receive a notification on their Dashboard prompting them to accept the invitation.

Accepting the Invitation​

Once the user accepts:

  • They are automatically added to your organization
  • They gain access to shared Deals and models
  • Collaboration is enabled immediately

Managing Users and Access​

You can return to the Organization page at any time to:

  • Update user roles
  • Deactivate or remove a user
  • Resend a pending invitation
  • Adjust user permissions

If an invitation is not received:

  • Ask the user to check their spam or junk folder
  • Cancel and re-send the invitation if needed

Need Help?​

For persistent issues with invitations, roles, or organizational access, contact:

support@u-rite.com

Support can assist with user management and collaboration setup.