Table of Contents
Step-by-Step Instructions #
- In the sidebar, click User Management → Invite New User.
- Fill in the user form:
- Identity Section: First Name, Last Name, Email Address
- Organization Section: Job Title, Department
- Localization Section: Timezone, Locale
- Phone Section: Phone, Mobile
- Access Section:
- Role: CompanyAdmin or TenantUser
- Send Activation Email: tick to send a setup link by email
- Notification Preferences
- Click Save.
What Happens After #
- The user account is created.
- If Send Activation Email was ticked, the user receives an email with a Set Password link.
- The user can sign in after completing password setup.
Errors, Messages, and Exceptions #
| Message | Why It Happens | How to Fix |
|---|---|---|
User created successfully. | Success | User can now set their password and sign in |
Unable to create user. | Validation or server error | Check all fields; ensure email is unique |
Email is already taken. | Duplicate email address | Use a different email or verify the user already exists |
User plan limit reached. Upgrade your plan to add more users. | You have hit the maximum user count for your plan | Upgrade your plan or deactivate an unused user |
Best Practices #
- Assign the TenantUser role to regular operators; reserve CompanyAdmin for managers who need configuration access.
- Always tick Send Activation Email so users can set their own password securely.
- Set the correct Timezone for each user so timestamps display correctly in their interface.
