# Invite and manage users

#### Scope <a href="#scope" id="scope"></a>

This document explains how Administrators can invite new users and manage existing users within the organization using the **Users & Access Management** module.

It covers user creation, invitation methods, user status tracking, and basic user management actions.

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#### I am new. Where should I start? <a href="#i-am-new.-where-should-i-start" id="i-am-new.-where-should-i-start"></a>

If you are new, begin with the **User Management** page under the **Administrator** menu.\
From there, you can view all existing users, invite new users, and manage user statuses.

***

#### Purpose <a href="#purpose" id="purpose"></a>

The purpose of this feature is to allow Administrators to:

* Add new users to the organization
* Send registration invitations securely
* Track user registration and activation status
* Manage and remove users when necessary

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#### Prerequisites <a href="#prerequisites" id="prerequisites"></a>

Before proceeding, ensure that:

* You are logged in with an **Administrator** role
* You have access to **Users & Manage Users**
* You have the required user information (name, email, organization unit)

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#### I already understand. How do I proceed step by step? <a href="#i-already-understand.-how-do-i-proceed-step-by-step" id="i-already-understand.-how-do-i-proceed-step-by-step"></a>

**1. Open User Management**

1. Navigate to **Administrator**
2. Select **Users**
3. Open the **User Management** page\
   -> You will see a list of all users with their email, phone number, registration date, status, and last activity.

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**2. Invite a New User**

1. Click **Add user**
2. The **Add new user** dialog is displayed

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**3. Enter Basic Information**

Fill in the required fields:

* **First name**
* **Last name**
* **Gender**
* **Birthday**

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**4. Enter Contact Information**

Provide at least one contact method:

* **Email address** (organizational email)
* **Phone number** (optional, with country code)

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**5. Configure User Information**

* Select the **Organization unit**
* Enter the **Position** (optional)

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**6. Choose Invite Method**

Select one of the following invitation methods:

**Personal email**

* Enter the user’s personal email address
* The system sends a unique registration link to this email

**Shareable link**

* The system generates a registration link
* Admin can copy and share this link manually with the user

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**7. Send Invitation**

1. Click **Invite**

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**User Status Explanation**

* **Pending**\
  The user has been invited but has not completed registration.
* **Active**\
  The user has successfully registered and can access the system.

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#### Manage Existing Users <a href="#manage-existing-users" id="manage-existing-users"></a>

From the **User Management** list, Administrators can:

* Search users by name, email, or phone
* Filter users by status
* View registration and activity information
* Delete a user using the **Action** menu
* Import

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#### Deleting a User <a href="#deleting-a-user" id="deleting-a-user"></a>

1. Click the **Action (⋮)** button next to the user
2. Select **Delete user**
3. Confirm the deletion

> Deleted users will lose access immediately.


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