# User Invitation and Management

# Description

This document outlines the procedures for inviting a user to the system and managing the user list, including viewing user details and adjusting user information.

# Invite user

1. Initiate User Invitation

• Click the "Invite User" button on the User Management module.

2. Enter User Information

• Fill in the email address of the user to be invited.
• Set the appropriate user role for the new user.

3. Add Additional Users (if necessary)

• If you need to invite more users, repeat the above steps for each additional user.

4. Send Invitation

• Click the "Send Invitation" button to dispatch the invitation email to the user.

# View User List

1. Access User List

• Navigate to the User list section where users are displayed with their respective statuses: Created, Active, Archived, and Blocked.

2. Perform Actions Based on User Status

• Click on the three-dot menu in each row to reveal available actions for each user based on their status.

3. Actions per Status:

• Created: Options are View and Delete.
• Active: Options are View, Archived, Block, and Delete.
• Archived: Options are View, Activate, and Delete.
• Blocked: Options are View,Activate, and Delete.

# View User Details

1. Access User Details

• Click Each user row or "View" button in the three-dot menu

2. Review User Information

• The user details will display the following information:
  • First Name
  • Last Name
  • Status
  • Email
  • Phone
  • Permissions
  • Option to Resend Invitation

3. Adjust User Information

• If necessary, only adjust the phone number.

4. Save Adjustments

• Click the "Save" button to apply any changes made to the user’s information.

5. Change role

• Click the "Change Role" button in the User View Page

6. Select Role

• Search and Select new role in the dropdown list

7. Save Change

• Click the "Save" button to confirm the change.

# Conclusion

This document provides a comprehensive procedure for inviting users and managing user statuses within the system, ensuring proper user administration and access control.

# Screen flow