What it is

This article covers direct user creation, invite-based user setup, 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, support, or other workspace tasks.

How to do it

1. Open Roles and create the access level you need first.
2. Open Users and choose Create User for immediate access, or use the invite workflow if you want approval first.
3. Fill in the details, set the password, and choose the role for direct creation.
4. For invites, confirm the request with OTP and share the invite link or QR code.
5. 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 create or 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.