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