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Invite Users to Your Account

This guide will walk you through the process of inviting new users to your account, managing invitations, and setting appropriate permissions for team members.

User Management Overview

Before inviting users, it's important to understand the different user roles available in the system:

  • Admin: Full access to all features, including billing, user management, and all resources
  • Member: Access to resources but cannot modify billing or add/remove users
  • Viewer: Read-only access to resources

Inviting New Users

Prerequisites

  • You must have an Admin role to invite new users
  • The email domain of invited users may need to match your organization's domain (based on your account settings)

Invitation Process

  • Access User Management

    • Log in to your account
    • Navigate to "Settings" in the left sidebar
    • Select "Team Members" from the dropdown menu

  • Create New Invitation

    • Click the "Invite User" button in the top-right corner
    • Enter the email address of the person you wish to invite
    • Select the appropriate role for the new user
    • Optionally, add a personal message
    • Click "Send Invitation"

  • Pending Invitations

    • The invitation will appear in the "Pending Invitations" section
    • The invited user will receive an email with instructions to accept the invitation
    • Invitations expire after 7 days if not accepted

    • Bulk Invitations

    If you need to invite multiple users at once:

  • Click on "Bulk Invite" next to the "Invite User" button
  • Upload a CSV file with the following format: 
    email,role
[email protected],member
[email protected],viewer
  • Review the list of users to be invited
  • Click "Send Invitations"

    • Managing Invitations

    Viewing Invitation Status

  • Go to Settings > Team Members
  • The "Pending Invitations" tab shows all outstanding invitations
  • Status indicators show whether invitations are:
    • Pending: Not yet accepted
    • Expired: Past the 7-day acceptance window
    • Accepted: User has joined but not completed setup

    • Resending Invitations

    If an invitation has expired or the user didn't receive it:

  • Find the invitation in the "Pending Invitations" list
  • Click the "⋮" menu next to the invitation
  • Select "Resend Invitation"
  • The invitation will be sent again with a new 7-day expiration

    • Canceling Invitations

    To revoke an invitation before it's accepted:

  • Find the invitation in the "Pending Invitations" list
  • Click the "⋮" menu next to the invitation
  • Select "Cancel Invitation"
  • Confirm the cancellation

    • Managing Existing Users

    Changing User Roles

    To modify the permissions for an existing user:

  • Go to Settings > Team Members
  • Find the user in the "Active Members" list
  • Click the "⋮" menu next to the user
  • Select "Change Role"
  • Choose the new role from the dropdown
  • Click "Save Changes"

    • Removing Users

    To remove a user from your account:

  • Go to Settings > Team Members
  • Find the user in the "Active Members" list
  • Click the "⋮" menu next to the user
  • Select "Remove User"
  • Confirm the removal

    • Note: Removing a user doesn't delete their account but removes their access to your organization's resources.

    Managing Team Structure

    For larger organizations, you can organize users into teams for better permission management:

  • Go to Settings > Teams
  • Click "Create Team"
  • Name the team and add members
  • Assign team-specific permissions
  • Click "Create Team"

    • Best Practices

    • Regularly audit user access and remove users who no longer need access
    • Apply the principle of least privilege: give users only the permissions they need
    • Use descriptive team names that reflect their function
    • Document your user management policies
    • Require strong passwords and 2FA for all users with admin access

    Troubleshooting

    User Didn't Receive Invitation

  • Check if the email address is correct
  • Check if the invitation is in their spam folder
  • Resend the invitation
  • If problems persist, you can generate an invitation link to share manually

    • User Can't Accept Invitation

  • Verify the invitation hasn't expired
  • Check if the user already has an account (they may need to log out first)
  • Ensure the user is using the same email address the invitation was sent to
  • If needed, cancel the current invitation and send a new one