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User Invitations

In the "Settings" menu of the AuditBLOOM system, there is an option called "Users", where you can manage users in your organization. This section displays a list of all users with their basic information. Users with the "Administrator" or "User Management" roles can invite new users to the system.

Requirements. You will need:

Roles:

  • Administrator
  • User Management

Workplace Type:

  • Full Workplace

The user table contains the following columns:​

  • Full Name: The user's full name.
  • Email: The user's email address.
  • Phone Number: The user's contact phone number.
  • Activity: The account's activity status (active/inactive).

How to Invite a User (Add a New User)​

Step 1: Open the "Users" Section​

  1. Log in to the AuditBLOOM system with your "Administrator" or "User Management" rights.

  2. Go to the "Settings" section in the main menu.

  3. Select "Users".

Step 2: Click "Invite User"​

  1. Click the "Invite User" button located at the top of the page.

    Invite User Button | AuditBLOOM

Step 3: Fill Out the Invitation Form​

  1. In the form that appears, fill in the following fields:

    • Email: Enter the user's email address.

    • First Name: Enter the user's first name.

    • Last Name: Enter the user's last name.

    • Language: Select the interface language for the user.

    • Phone Number: Enter the phone number in international format (+XX XXX XXXXXXX).

    New User Invitation Form | AuditBLOOM

  2. Check the entered information for correctness.

  3. Click the "Accept" button.

Step 4: Invitation Confirmation​

  1. The user will receive an email with an invitation to join the AuditBLOOM system.

  2. The email will contain the "Activate Account" button.

Step 5: User Account Activation​

  1. The user clicks on the "Activate Account" button in the email.

  2. The activation page will open in the web browser.

  3. The user will be prompted to set a password for their account.

  4. After setting the password, the user clicks "Accept".

    New User Password Entry Form | AuditBLOOM

  5. The user will be redirected to the "Dashboard" page in the AuditBLOOM system.

After Inviting a User​

Once the user is successfully invited, they will appear in the user list. You can perform the following actions:

Notes and Tips​

Notes and Tips

  • Roles and Access Rights: Only users with "Administrator" or "User Management" roles can invite new users.

  • Check Contact Information: Ensure that the user's email address and phone number are correct so they can receive the invitation.

  • Password Security: It is recommended to advise users to choose strong passwords to ensure the security of their accounts.

  • Additional Settings: After inviting the user, set up the necessary access rights and notifications for them.

Frequently Asked Questions (FAQ)​

Question: Why didn't the user receive the invitation email?

Answer: Check the accuracy of the entered email address. Also, ask the user to check their "Spam" or "Junk" folder. If the issue persists, try resending the invitation.

Question: Can I change the user's email address after inviting them?

Answer: No, the email address is the login, so it cannot be changed.

Question: The user forgot their password, how can they reset it?

Answer: To reset the password, the user can use the "Forgot Password?" option on the login page.

Question: How can I assign additional access rights or roles to a user?

Answer: You can edit the user's permissions and assign the necessary roles. For more details, see the section Permissions.