Inviting a user

People join your workspace by invitation. Invite User emails someone a link to activate their account, and you choose their role before you send it, so they arrive able to work.

What you'll need

• The Access Control app in your top bar.
• This permission: Identity & Users · Invitation - Create.
• The role you want to give them must already exist, and your role must be able to list roles so the Role picker can fill. Departments and groups are optional.

If Access Control isn't in your top bar, your role can't view it or your plan doesn't include it. Ask a workspace administrator, or see Permissions and module visibility.

Steps

1. Open the invite panel

   In Access Control, open Users or Invitations and select Invite User at the top right.

   

   The top of the Users page, with Users selected in the Access Control rail and the Invite User button at the top right ringed.

   Enlarge

2. Say who you are inviting

   Fill in Email and Display Name. Both are required, and each shows its error once you leave the field.

3. Choose their roles

   Under Pre-Assign, open Role and pick at least one. You can pick several; the person gets everything each one allows.

4. Add a department or group

   Optionally, pick one or more under Department and Group. You can change all of these later in User Details.

   

   The Invite User panel filled in: Email jamie.park@northwindtrading.example, Display Name Jamie Park, and under Pre-Assign the Role AP Clerk, the Department Finance and the Group Month-end close, above the note about the 48-hour link and Cancel and Send Invitation.

5. Send it

   Select Send Invitation. It reads Sending… while it works, then the panel closes and Invitations opens.

What success looks like

• Invitation sent successfully! appears.
• Invitations lists the address with PENDING and an EXPIRES date, plus the role, department and group you chose.

What the invited person does

They open the link in the email. The page reads Invitation accepted and shows a Temporary password; Copy and sign in copies it and takes them to sign in, where they change it when prompted. See Accepting an invitation.

The panel says the link must be used within 48 hours, but it stays valid until the EXPIRES date on Invitations, seven days after you send it. A link that has expired, been used or been revoked shows Invitation could not be accepted.

If something goes wrong

Symptom	Likely cause	What to do
Send Invitation stays greyed out.	Email or Display Name is invalid, or no role is picked (Role reads At least one role is required.).	Use a display name of 2-100 letters, numbers, spaces and . ' -, and pick a role.
Role offers nothing to pick.	Your role cannot list roles.	Ask an administrator for Roles & Permissions · Role - List.
A user with this email address already exists in your organisation.	That person already has an account here.	Find them on Users and change their roles there.
This email address is not available. Please use a different address.	The address belongs to another Elie workspace. An address can only be in one.	Ask the person for a different address.
The page is replaced by 403 and Access Forbidden.	Your role cannot send invitations, or you pre-assigned Tenant Administrator without holding it yourself.	Select Go Back. Only a Tenant Administrator can invite another one.
The person says the link no longer works.	It expired, was revoked, or a newer link replaced it.	Select Resend on their row; see Tracking invitations.

Next

• Tracking invitations - resending and revoking.
• Managing users - changing someone's roles after they join.
• Managing roles - the roles you can hand out.