User Invite Guide

Invite new users to join your Atra RMS organization through a secure email invitation process.
Step 1: Navigate to Invite Form
Click "Users" in left sidebar menu
Click "+INVITE" button (Teal, top-left corner)
"Invite New User" page loads
Step 2: Complete Invitation Form
[INSERT SCREENSHOT: User_Invite_Form.png]
Fill out all required fields:
1. Name (Required)
User's full name (can be edited later).
Input Rules:
Length: 3-40 characters
Allowed: Letters, numbers, spaces, periods (.), underscores (_), hyphens (-)
Not allowed at start/end: Period, underscore, hyphen
No consecutive special characters
Examples:
✅ Jane Doe
✅ Rajesh Kumar
✅ Product-Manager
✅ User_123
2. Email (Required)
User's email address (used for login and communication).
Input Rules:
Must be valid email format
Must include @ symbol and domain
Case-insensitive
Examples:
✅ user@company.com
✅ jane.doe@organization.co.in
✅ admin@example.org
❌ usercompany.com (missing @)
❌ user@ (incomplete domain)
⚠️ Email Uniqueness:
Email must be unique across entire Atra RMS platform
Cannot invite user with email already in system
If email exists, system shows error: "Email already registered"
3. Organization (Required)
Select the organization this user will belong to.
[INSERT SCREENSHOT: Organization_Dropdown_Invite.png]
Dropdown Options:
Your current organization
All child organizations under your management
Organization Impact:
User's access scope limited to assigned organization
User inherits organizational hierarchy visibility based on role
User can only manage resources within their organization
4. Role (Required)
Select the role that defines user's permissions.
Important: Role dropdown only activates after organization is selected.
Why?
Roles are organization-specific
Different organizations may have different available roles
System must know organization to display correct role options
Available Roles:
All roles created for the selected organization
Examples: ADMIN, MANAGER, VIEWER
Step 3: Submit Invitation
Button
Color
Action
INVITE
Teal
Send invitation email
RESET
Teal outline
Clear all form fields
CLOSE
Red outline
Cancel and return to User List
Step 4: Invitation Email Sent
After clicking INVITE:
System generates secure invitation token
Email sent to provided address containing:
Invitation message
"Set Up Password" button/link
User appears in Users List with "Invited" Yellow clock icon (⏳)
You are redirected back to Users List
Email Delivery Time: Usually instant, but may take up to 5 minutes.
⚠️ If User Doesn't Receive Email:
Check spam/junk folder
Verify email address was entered correctly
Wait 10 minutes, then resend the invitation. To do this, delete the user and re-invite them via the "Invite User" form. Only perform this process if the user needs an account but the email address was entered incorrectly, or if they haven’t received the email within 10 minutes.