This article explains how to invite users to your account and what the roles allow.

Introduction#

The person who created the account is the Owner. The Owner and Admins can invite colleagues from Users & Roles and give them a role. Menu items a user cannot use are hidden from their sidebar.

A. Invite a user#

  • Go to Users & Roles

  • Click Invite User

  • Enter the person's full name and email address

  • Select a role. The panel shows the permitted and denied actions of the role

  • Click Send invite

[SCREENSHOT REQUIRED]

Users & Roles → Invite User

The Invite User panel with the role selector

expected file: public/images/account/users-roles-invite.png

The invitation is emailed. It appears in the Invitations tab until accepted; you can copy the link or cancel it there. The person opens the link, sets a password and signs in.

B. The roles#

  • Owner: full access, including the subscription

  • Admin: all operational access except the subscription, including users and roles

  • Manager: students or employees, documents, badges, QR Codes and revocations; no users, roles or subscription

  • Contributor: view students or employees, documents and badges, and create QR Codes

C. Change or remove a user#

  • In the Users tab, click Edit to change a role

  • Click Remove to withdraw access

If you have any questions, you can see more topics in this knowledge base or reach out to the IVQA team at support@ivqa.tech.