Invite Users
Add people to your workspace by email invitation, assigning each a role that controls their access.
#Purpose
Bring team members into the workspace with the right access.
#When to use this
When adding employees or collaborators.
#At a glance
| Detail | Value |
|---|---|
| Required permissions | User management (CEO or admin) |
| Administrator level | CEO / Admin |
| Portal areas used | Users, Team, Invitations |
#Workflow
1
Invite
By email + role.
2
Verify email
Activation link.
3
Activate
Account created.
4
First sign-in
User is in.
#Step by step
1
Open the team or users area
Go to team management.
2
Send an invitation
Enter the email and choose the role.
3
User activates
They follow the invitation email to activate.
4
Confirm access
They appear in your team with the assigned role.
#Approval points
No formal approval gate
This administrative action does not require a separate sign-off, but review carefully before applying changes.
#Security notes
Security considerations
- Assign the least-privilege role that fits the person's job.
- Only invite people using addresses you trust.
#Best practices
- Grant minimal necessary access.
- Use addresses people check regularly.
#Common mistakes
- Over-privileging new users.
- Mistyping the invitee's email.
#Troubleshooting
| If this happens | Try this |
|---|---|
| Invitation not received | Confirm the email, check spam, and resend it. |
| Invite link expired | Resend to generate a fresh link. |
#FAQ
Does inviting a user create an HR record?
No — HR records and app users are separate; create an HR record separately if needed.
#Keep exploring
#Related admin guides
#Business modules & workflows
Getting Started
Initial setup.
Platform Overview
How the OS fits together.
Knowledge Base
Task-level how-tos.
Business Workflows
End-to-end processes.
Still need help?
Can’t find what you’re looking for? The DevSphere OS team is happy to help.
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