User hub

Created by Emily A, Modified on Tue, 31 Dec, 2024 at 10:43 PM by Emily A

How to invite users and manage their permissions

The administrative portal of our product provides comprehensive tools and features for overseeing and managing the system. You can invite individuals to join your organization by simply using their email addresses.

About Invitations

Overview

When you invite someone to become a member of your organization, the person receives an email with an invitation link. To join the organization, the invitee clicks the invitation link in the email.

Defined Users of Into AEC product:

  1. Super Admin - By user registration will have complete privilege and access to the admin portal.

  2. User - Based on roles and permissions defined by the Super admin of the admin portal will be accessed by users once accept the invite

To access the User invite

  1. Go to IntoAEC.ai Select your organization if you have more than one.

  2. Select Side Menu > Users hub> Team Member 

  3. Select Invite user 

User invitation

  1. To invite the user, click on Invite user

  2. The admin will enter the Name and email address(Mandatory)  and define the role (Mandatory)

  3. Admin will provide the user with super access to enable or disable access. 

  4. Click Send Invite

How user accept the invitation?

  1. Users will receive an email containing the invitation link.

  2. Upon clicking "Accept Invite" in the email link, users will be directed to a page where they can input their mobile number and receive an OTP (One-Time Password). They can then set a password.

  3. Once the required details are provided, users can log in using their email and password credentials.

  4. This process enables users to become part of your organization.

Based on the user's actions, the status in the table will be updated as follows:
  • Accepted: When the user accepts the invitation.

  • Pending: When the invitation email is sent to the user but they have not accepted it yet.

  • Expired: When the invitation link expires.

  • Inactivated: When either the admin or a user with permission for the user hub chooses to inactivate the user.

Actions are performed based on the user's status.

Status Actions
When user status is Accepted
  1. Edit: The admin or user who have permission for user hub can edit the name ,role and permission.

    1. Note: They cannot edit the Email address 

  2. Make inactive :Super admin/permission provided users only can able to inactive the user.

  3. Delete :Super admin/permission provided users only can delete the user.

Once the user inactivated and deleted, the both inactivated & deleted users will not have the access to the specific admin portal login.


When user status is Pending 

Delete :Super admin/permission provided users only can delete the user.

Once the user deleted, the deleted users will not have the access to the specific admin portal login.


When user status is Expired

Resend Invite: again invitation email will be sent to lead 

Edit :The admin or user who have permission for user hub can edit the name ,Email ,role and permission.

Delete: once deleted  user cannot access the email invitation


When user inactivated 

Reactivate: The admin or user who have permission for user hub can allow reactivation. once the reactivation sent user will receive the reactivate link. user will click on accept link.

Delete: Once the user deleted, the deleted users will not have the access to the specific admin portal login.



 

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