Invite a staff user and assign the correct role
Create one staff identity, choose role access, and verify invitation status.
Before you start
- •Verified staff email
- •Approved role and employment status
You will finish with
- •One active invitation exists with the intended role and no duplicate account.
Safety and data checks
- • Role access takes effect immediately after activation; never share or recycle accounts.
Complete the task
- 1Enter information
Search existing users
Search the person’s name and email across active, invited, suspended, and inactive users before creating an invitation.
- 2Select
Open Invite User
Choose Invite User only when no existing identity should be reactivated or updated.
- 3Enter information
Enter verified identity
Enter the staff member’s own business email and display name, checking spelling before proceeding.
- 4Choose an option
Choose the minimum correct role
Select office administrator, technician, or approved combination based on job duties, not convenience.
- 5Verify
Review invitation effects
Confirm role, status, invitation delivery, and whether Navigation & Access already grants the required features.
- 6Verify
Verify the pending user
After invitation, confirm one user record shows the intended email, roles, and invitation status.
If something does not look right
The expected button or field is not visible.
Confirm the record status, your role, and the selected tab; unavailable actions are often intentionally gated by those conditions.