---
title: 6.2 Invite a New User
description: In the sidebar, click User Management → Invite New User.
url: "https://peikly.com/docs/invite-a-new-user/"
updated: "2026-10-06"
category: "Users & Permissions"
tags:
  - Manual sync
---

# 6.2 Invite a New User

## Step-by-Step Instructions

1. In the sidebar, click **User Management** → **Invite New User**.
2. 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**
3. 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.