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)

1. Open User Management

2. Invite a New User

3. Enter Basic Information

Fill in the required fields:

4. Enter Contact Information

Provide at least one contact method:

5. Configure User Information

6. Choose Invite Method

Select one of the following invitation methods:

Personal email

Shareable link

7. Send Invitation

User Status Explanation

From the User Management list, Administrators can:

Deleted users will lose access immediately.