Invite and manage users
Scope
This document explains how Administrators can invite new users and manage existing users within the organization using the Users & Access Management module.
It covers user creation, invitation methods, user status tracking, and basic user management actions.
I am new. Where should I start?
If you are new, begin with the User Management page under the Administrator menu. From there, you can view all existing users, invite new users, and manage user statuses.
Purpose
The purpose of this feature is to allow Administrators to:
Add new users to the organization
Send registration invitations securely
Track user registration and activation status
Manage and remove users when necessary
Prerequisites
Before proceeding, ensure that:
You are logged in with an Administrator role
You have access to Users & Manage Users
You have the required user information (name, email, organization unit)
I already understand. How do I proceed step by step?
1. Open User Management
Navigate to Administrator
Select Users
Open the User Management page -> You will see a list of all users with their email, phone number, registration date, status, and last activity.
2. Invite a New User
Click Add user
The Add new user dialog is displayed
3. Enter Basic Information
Fill in the required fields:
First name
Last name
Gender
Birthday
4. Enter Contact Information
Provide at least one contact method:
Email address (organizational email)
Phone number (optional, with country code)
5. Configure User Information
Select the Organization unit
Enter the Position (optional)
6. Choose Invite Method
Select one of the following invitation methods:
Personal email
Enter the user’s personal email address
The system sends a unique registration link to this email
Shareable link
The system generates a registration link
Admin can copy and share this link manually with the user
7. Send Invitation
Click Invite
User Status Explanation
Pending The user has been invited but has not completed registration.
Active The user has successfully registered and can access the system.
Manage Existing Users
From the User Management list, Administrators can:
Search users by name, email, or phone
Filter users by status
View registration and activity information
Delete a user using the Action menu
Import
Deleting a User
Click the Action (⋮) button next to the user
Select Delete user
Confirm the deletion
Deleted users will lose access immediately.
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