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Manage who has access to your organization. Invite team members, assign roles, and organize users into groups.

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How to Invite a User

1

Open Invite Dialog

Go to Access Management → Users and click Invite User.
2

Enter Details

  • Email Address (required): Where the invitation will be sent
  • First/Last Name (optional): Can be updated later
  • Role (optional): Initial role assignment. Defaults to “Viewer” if not selected.
3

Send Invitation

Click Send Invitation. The user receives an email with a join link.
Invitation links expire after 7 days. You can resend up to 5 times.

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How to Manage Pending Invitations

Pending invitations appear below the user list. For each invitation you can:
  • Copy Link: Share the invitation URL directly (useful if emails aren’t arriving)
  • Resend: Send a fresh email with a new 7-day expiration
  • Cancel: Revoke the invitation
If an invitation expired, click Resend to generate a new valid link.

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How to Assign Roles to a User

1

Open User Profile

Go to Access Management → Users and click on the user.
2

Go to Roles Tab

Click the Roles tab to see available roles.
3

Select Roles

Check the roles you want to assign. Users can have multiple roles.
4

Save

Click Save Changes. Permissions take effect immediately.
Users receive permissions from both direct role assignments and group memberships. Permissions are combined from all sources.

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How to Add a User to Groups

1

Open User Profile

Go to Access Management → Users and click on the user.
2

Go to Groups Tab

Click the Groups tab to see available groups.
3

Select Groups

Check the groups you want the user to join.
4

Save

Click Save Changes. The user inherits all roles assigned to those groups.
Groups are more efficient than individual role assignments. Assign roles to a group, then add users to it.

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How to Remove a User

1

Open User Profile

Go to Access Management → Users and click on the user.
2

Remove from Organization

Scroll to the Danger Zone section and click Remove from tenant.
3

Confirm

Confirm the removal. This action is immediate.
Removing a user revokes all access and role assignments. Their ShiftLabs account remains (they may have access to other organizations). To re-add them, send a new invitation.

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Troubleshooting

  1. Check recipient’s spam/junk folder
  2. Verify the email address is correct
  3. Use Copy Link to share directly
  4. Try Resend to send a fresh email
  1. Check their directly assigned roles (Roles tab)
  2. Check roles inherited from groups (Groups tab)
  3. Verify the roles include the required permissions
  • The email may already be registered in your organization
  • You may not have permission to invite users
Click Resend on the invitation to generate a new link with 7 more days of validity.

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FAQ

Yes. Invite them again with the same email. They’ll need to accept the new invitation.
Direct roles are assigned specifically to the user. Group roles are inherited from groups the user belongs to. Both are combined to determine final permissions.
No limit. Permissions from all roles are combined.
The user loses access immediately. Their account remains in ShiftLabs (they may belong to other organizations). Audit logs of their actions are preserved.