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Invite your team

Add colleagues to your Numezis workspace and assign roles.

Overview

Company admins invite colleagues by email; invitees accept and join with the right portal role and groups.

Where in the app

  • Settings → Users/c/companies/:companyId/settings/users

Step-by-step

  1. Open Settings → Users (company portal). (Expected: user list.) (UAT-C-ACCESS-USER-001)
  2. Choose Invite user and enter email, role, and optional groups. (Expected: invitation email queued.) (UAT-C-ACCESS-USER-001)
  3. Invitee opens the link and completes registration. (Expected: profile fields persisted; session created.) (UAT-C-ACCESS-USER-001)
  4. Verify the new user appears active with expected permissions. (Expected: access matches assigned groups.) (UAT-C-ACCESS-USER-001)
  5. If invite expires or bounces, revoke and re-send with corrected email. (UAT-C-ACCESS-USER-001)
  6. Review the audit trail on the record. (Expected: activity event with actor and timestamp.) (UAT-C-ACCESS-USER-001)

Permissions and modules

Company access (company.access.users); typically COMPANY_ADMIN or delegated user-admin group.