Invite a user

Before you start

Read about users for what this is, how it connects to the rest of KLERQ, and the conventions worth following.

Permission required

You need User: read or User: invite user. Ask an administrator if the page is not visible to you.

Steps

1. Click the gear icon in the top bar to open Settings.

2. On the Settings page, choose Users.

3. Click Invite user in the top-right corner of the Users page.

4. Enter their First name, Last name and Email, then assign the Permission groups that decide what they can do.

5. Click Invite user to send the invitation.

Field reference

Field	Type	Required	Description
Prefix	Text	No	Salutation, such as Mr or Ms.
First name	Text	Yes	The colleague’s first name.
Last name	Text	Yes	Their surname.
Email	Text	Yes	Their work email address. This is what they sign in with, so it must match their organisation account exactly.
Permission groups	List	No	Which permission groups they belong to. This alone determines what they can see and do.
Send invite email	Yes/no	No	Whether to email the invitation now. Leave off when setting up accounts ahead of a rollout.

Related

• About users
• Add a user to a permission group