Create and invite users

Purpose

Create accounts with an assigned department and appropriate access, without using Admin as a temporary shortcut.

Before you start#

• Create departments
• Create positions

Step by step#

1. 1

   Open Settings → Create User and choose individual creation.

2. 2

   Enter the name and email and select an existing department. Assign a position when applicable.

3. 3

   Identify Service Providers correctly; do not use this classification to misrepresent an employment relationship.

4. 4

   If copying another user's permissions, choose someone with access appropriate to the role and review the result.

5. 5

   Select the available invitation channels. WhatsApp/SMS require a valid phone number with country code; the manual link lets you copy the activation link for secure delivery.

6. 6

   Check the details before sending and wait for the creation result.

7. 7

   In Manage Users, monitor pending/active accounts, copy or resend invitations using the screen's actions and check the displayed expiry.

8. 8

   For multiple users: choose Bulk Import, download the current template, enter existing departments and review errors before confirming. Do not reimport rows that already succeeded.