User Hub

Created by Emily A, Modified on Tue, 23 Sep at 7:56 PM by Emily A

Inviting Users and Managing Permissions

The administrative portal provides all the tools you need to manage your organization efficiently. You can easily invite new members and control their access using defined roles and permissions.

About Invitations

When you invite someone, they receive an email with an invitation link.
To join, the invitee clicks the link in the email and gains access based on their assigned role.

Defined User Roles in IntoAEC:

Super Admin: Automatically assigned during registration, with full privileges and access to the admin portal.
User: Access is granted based on roles and permissions defined by the Super Admin. Users can access the admin portal after accepting the invite.

How to Invite Users:

Go to IntoAEC.ai and select your organization (if you belong to multiple organizations).
Click the Invite Users/Vendors icon in the top-right corner.
Select User Hub from the dropdown to start inviting a new user.

Pro tip: Double-check email addresses and assign roles carefully—this ensures the right people have access to the right tools.

Inviting a User – Quick Start

Click Invite User to begin adding a new member to your organization.

User Invitation – Add Team Members Easily

Steps to Invite a User:

Click Invite User to start the invitation process.
Enter the user’s Name and Email Address (both mandatory).
Define the user’s Role (mandatory) to set their access level.
Optionally, provide Super Access to enable or restrict additional permissions.
Click Send Invite to complete the process.

Pro tip: Assign roles thoughtfully and double-check the email address to ensure smooth onboarding.

How Users Accept Invitations

When a user is invited, the process to join your organization is simple and secure:

Steps for the User:

The user receives an email with the invitation link.
Clicking Accept Invite in the email takes them to a page to enter their mobile number and receive an OTP (One-Time Password).
The user sets a password after OTP verification.
Once details are submitted, the user can log in using their email and password.
The user is now part of your organization and can access the portal based on their assigned role.

Understanding Invitation Status:

Accepted: The user has accepted the invitation.
Pending: Invitation email sent but not yet accepted.
Expired: Invitation link has expired.
Inactivated: User access has been disabled by an admin or authorized user.

Pro tip: Regularly review pending and expired invitations to ensure no invited users are left out and maintain smooth onboarding.

Actions are performed based on the user's status.

Status	Actions
When user status is Accepted	Edit: The admin or user who have permission for user hub can edit the name ,role and permission. Note: They cannot edit the Email address Make inactive :Super admin/permission provided users only can able to inactive the user. 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.