Invite

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

Inviting and Accepting User Invitations
Bringing new members into your organization should be simple and secure. This feature ensures smooth onboarding while giving admins full control over roles and permissions.

How to Access User Invite

  • Go to IntoAEC.
  • If you have more than one organization, select the correct one.
  • Click on the Invite Users/Vendors icon in the top-right corner.
  • From the dropdown, select User Hub.
  • Choose the desired user from the list to begin the invitation process.

Pro tip: Always double-check the user’s email address before sending an invite to avoid onboarding delays.


2.Select Invite user 

User Invitation

Inviting users is the first step to adding team members to your organization. It ensures that every new user is properly registered with the right role and access level from the beginning.

Steps to Send a User Invitation

  • Click on Invite User in the User Hub.
  • Enter the Name and Email Address (mandatory).
  • Define the user’s Role (mandatory).
  • Provide Super Access if needed to enable or restrict elevated permissions.
  • Click Send Invite to finish.

Pro tip: Always confirm both the role and email before sending — this avoids miscommunication and prevents the need to resend invites.


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

  2. Click Send Invite


How Users Accept the Invitation.

Accepting an invitation is how new members officially join your organization. This secure process ensures that only verified users gain access while protecting the integrity of your portal.

Steps for the User

  • The user receives an email with the invitation link.

  • Clicking Accept Invite redirects them to a verification page.

  • The user enters their mobile number and receives a One-Time Password (OTP).

  • After OTP verification, they set a new password.

  • Once completed, they can log in using their email and password.

Pro tip: Encourage users to check their spam folder if they don’t see the invitation email right away.


Completing the Invitation Process

Once users finish the invitation steps, they officially become part of your organization. Their access and visibility in the system ensure smooth collaboration and tracking.

What Happens Next

  • After submitting the required details, users can log in using their email and password credentials.
  • This process activates their membership in your organization.
  • Once the invite is accepted, the user will be displayed in the User Hub grid for easy tracking and management.


Pro tip: Regularly review the User Hub grid to monitor new joiners and verify that everyone has the correct roles and access.

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