What it is
This article covers user invites, role creation, and the approval flow for new staff access.
When to use it
Use this when you want to give staff access for management, accounting, maintenance, or support tasks.
How to do it
- Open Roles and create the access level you need first.
- Open Users and choose Invite User.
- Select the role, confirm the invite with OTP, and send the invite link or QR code.
- Ask the invited person to verify their OTP and complete their account.
- Return to the pending invitation or application flow and accept it when ready.
What success looks like
The new user appears in the workspace with the right role and can only see the features you allowed.
What to do if something goes wrong
- If you cannot invite someone, confirm the role exists first.
- If OTP confirmation fails, resend the code and make sure the inviter completes the challenge step.
- If access looks too broad, review the role permissions before re-inviting the user.