Invite Users
User invitation process: via email, role assignment, and initial permissions.
What is it?
The process of bringing people into a company or project. Users are invited by email and receive a role that determines their initial permissions.
How to use it
- Go to Company Configuration → Workforce → Users (or Project Team for a project).
- Click "Invite User" and enter the person's email.
- Assign a role (e.g., Project Manager, Read Only). The role defines the initial permissions.
- Optionally apply a permission group or adjust individual permissions.
- Send the invitation. The user receives an email to activate the account and set a password.
User states
As people move through the invitation process, their account passes through a few states:
- Invited — the invitation has been sent and is waiting for the person to accept it.
- Active — the user accepted the invitation and can now access the platform according to their permissions.
- Suspended — access has been temporarily disabled, while the user's history is preserved so it can be restored later.
Use permission groups to grant access quickly and consistently to new users, instead of configuring each module by hand.