User Invite Guide

Navigate to the Users page and click the +INVITE button(top left corner). This will take you to the "Invite New User" page.

Input Fields

1. Name

   • Requirement: Enter the new user’s full name.

   • Input Rules:

     • Must be 3(minimum) to 40(maximum) characters long.

     • Can include letters, numbers, spaces, periods (.), underscores (_), and hyphens (-).

     • Cannot start or end with a period, underscore, or hyphen.

     • Cannot contain consecutive periods, underscores, or hyphens (e.g., user..name).

   • Examples of Allowed Names: Jane Doe, Product-Manager, User_123

2. Email

   • Requirement: Enter the user’s email address.

   • Input Rules: Must be a valid email format (e.g., user@company.com).

3. Organization

   • Requirement: Select the user’s organization from the dropdown list.

4. Role
   

   • Requirement: Select the user’s role.

   • Note: Role options will become available only after an Organization has been selected.
     

Action Buttons:

• RESET: Clears all fields in the form.

• INVITE: Sends an invitation email to the provided address, allowing the user to set up their account.

• CLOSE: Closes the form and navigates back to the User List without sending the invitation or saving any details.