User Invite Guide

Invite new users to join your Atra RMS organization through a secure email invitation process.

Step 1: Navigate to theInvite UsersForm

page

and
1. click

   Click the"Users" +INVITE button(topin left sidebar menu

2. Click "+INVITE" button (Teal, top-left corner).

   This
will
3. take you to the

   "Invite New User" page.page loads

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Step 2: Complete Invitation Form

[INSERT SCREENSHOT: User_Invite_Form.png]

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Fill out all required fields:

Input1. FieldsName (Required)

User's

1. full name (can be edited later).

   NameInput Rules:

   • Requirement:Length: Enter3-40 the new user’s full name.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

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   2. Email (Required)

   User's email address (used for login and communication).

   Input Rules:

   • Must be 3(minimum)valid toemail 40(maximum) characters long.format

   • CanMust include letters,@ numbers, spaces, periods (.), underscores (_),symbol and hyphensdomain

   • 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 startinvite or enduser with aemail period,already underscore,in or hyphen.system

   • CannotIf containemail consecutiveexists, periods,system underscores,shows orerror: hyphens"Email (e.g.,already user..name).registered"

2. ---

   3. Organization (Required)

   Select the organization this user will belong to.

   

   [INSERT SCREENSHOT: Organization_Dropdown_Invite.png]

   ExamplesDropdown of Allowed Names: Jane Doe, Product-Manager, User_123

3. EmailOptions:

   • Requirement:Your Entercurrent the user’s email address.organization

   • InputAll Rules:child Mustorganizations beunder ayour valid email format (e.g., user@company.com).management

4. Organization Impact:

   • Requirement: Select the user’User's access scope limited to assigned organization

     from
   the
   • dropdown

     User list.inherits organizational hierarchy visibility based on role

   • User can only manage resources within their organization

5. ---

   4. Role (Required)

   Select the role that defines user's permissions.

   Important: Role
    dropdown only activates after organization is selected.

   Why?

   • Requirement:Roles Selectare the user’s role.organization-specific

   • Note:Different Roleorganizations optionsmay willhave becomedifferent available onlyroles

     after
   an
   • Organization

     System hasmust beenknow selected.
     organization to display correct role options

ActionAvailable Buttons:Roles:

• RESET:All Clearsroles allcreated fields infor the form.selected organization

• Examples: ADMIN, MANAGER, VIEWER

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Step 3: Submit Invitation

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Step 4: Invitation Email Sent

After clicking INVITE:

Sends

an

1. System generates secure invitation email to the provided address, allowing the user to set up their account.token

2. CLOSE:Email Closessent theto formprovided andaddress navigatescontaining:

• Invitation message

• "Set Up Password" button/link

• User appears in Users List with "Invited" Yellow clock icon (⏳)

• You are redirected back to the UserUsers List without sending the invitation or saving any details.

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.

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