User Invite

User Invite allows you to invite new users by sending them an email invitation to join the system.

Overview

Instead of creating accounts manually, invite users via email. They'll receive a link to set up their own account and password.

Page Layout

• Invite User button - Send new invitation
• Search - Find invitations
• Filter - Filter by status
• Invitations Table - List of sent invitations

Invitation Status

Status	Meaning
Pending	Sent, awaiting response
Accepted	User created account
Expired	Invitation timed out
Revoked	Cancelled by admin

Table Columns

Column	Description
Email	Invited email address
Role	Pre-assigned role
Department	Pre-assigned department
Invited By	Who sent invitation
Sent Date	When sent
Expires	Expiration date
Status	Current status

Common Tasks

Sending an Invitation

1. Click + Invite User
2. Enter invitation details:
   • Email - Recipient's email
   • Role - Pre-assign role
   • Department - Pre-assign department
   • Branch - Pre-assign branch (optional)
3. Click Send Invitation

Resending an Invitation

1. Find pending invitation
2. Click Resend
3. New email sent with fresh link

Revoking an Invitation

1. Find pending invitation
2. Click Revoke
3. Invitation is cancelled

Bulk Invitations

1. Click Bulk Invite
2. Upload CSV with email list
3. Set common role/department
4. Send all invitations

Invitation Process

1. Admin Sends - Creates and sends invitation
2. User Receives - Gets email with link
3. User Clicks - Opens registration link
4. User Registers - Creates account with password
5. Account Active - User can now log in

Invitation Email

The email includes:

• Invitation from your organization
• Link to create account
• Expiration date
• Pre-assigned role information

Tips

• Correct Email - Verify email addresses
• Appropriate Role - Pre-assign correct permissions
• Set Deadline - Note expiration to recipients
• Follow Up - Check pending invitations
• Welcome New Users - Help them get started

Related Pages

• Users - Manage users
• Roles - Permission roles
• Departments - Department assignment

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💡 Note: Invitations typically expire after 7 days. Resend if needed.