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Invite Users & Team Setup

The Invite Users & Team Setup module enables administrators to create teams, invite users, assign roles, and configure access. It ensures proper organization, controlled access, and secure usage of the system.

Accessing Teams & User Management​

  1. Navigate to Teams from the left navigation panel.
  2. Access the Roles and Permissions tab for team management and user configuration.

Team Creation​

Teams help organize users and manage access effectively based on departments or functions.

tip

Create teams based on departments or workflows

Steps to Create a Team​

  • Go to Teams
  • Open the Roles and Permissions tab
  • Click on Create Team
  • Enter the Team Name (e.g., Finance, AP Team)
  • Click Save
tip

Team creation must be completed before assigning users to a team.

CreateTeam

Inviting Users​

Steps to Invite a User​

  • Click on the Invite button on the Teams page
  • Enter the following details:
    • First Name
    • Last Name
    • Email ID
    • Job Title
  • Click Next
note

Invitations expire after 24 hours

tip

Assigning a user to a team is optional during invitation.

InviteUser

Role Assignment​

Purpose​

Defines the level of access and actions a user can perform.

Available Roles​

  • Admin
    • Full access to:
      • Configurations
      • Integrations
      • User management
  • Member
    • Limited access based on assigned permissions
note

Roles directly impact system access and capabilities.

Team & Integration Assignment​

Configuration Steps​

After assigning the role:

  • Assign the user to a Team (optional)
  • Provide access to relevant Integration connections

Important Behavior​

  • Integration access should be assigned carefully to ensure data security
  • Users (Members) must provide their own credentials after connection to activate access

User Status & Access Management​

User Status​

  • Active → Users who have accepted the invitation
  • Invited → Users who have not yet accepted
tip

Invitations remain active for 24 hours, after which they expire.

Modify User Access​

  1. Click on the Access (key icon) next to the user
  2. Update the following:
    • Role (Admin / Member)
    • Team assignment
    • Integration access

AccessIcon ModifyAccess

User Removal​

Steps to Remove a User​

  1. Click on the Access (key icon) next to the user
  2. Select Remove Member

Behavior​

  • User access is revoked immediately
  • All associated permissions are removed
note

Perform this action carefully to avoid disruption to ongoing tasks.

RemoveMember

Roles & Permissions - Team Management​

Features​

  • View list of all created teams
  • Edit team names as required
  • Delete teams (only if no users are assigned)

Important Notes​

  • A team cannot be deleted if users are assigned to it
  • When a team is deleted:
    • Users remain in the system
    • Only team association is removed
note
  • Only Admin users can manage teams and user access
  • User access and visibility depend on assigned roles and Integration permissions