Invite User to Account
Understand what each field in the invitation form means.
Full name
Full name (required): Enter the full name of the user to be invited.
Email
Email (required): Enter the user's email address. The invitation will be sent to this address with a link for the user to access and set their password.
Role
Role (required): Defines the invited user's access level within the account. The available options are:
Administrator
Has full, unrestricted access to the system. Recommended for managers or account owners.
Member
Has access to all account exams and reports. When this option is selected, individual permissions can be configured to restrict or expand access.
Member permissions
Only displayed when the Member role is selected. Allows configuring individually what the user can do within the account.
| Permission | Description | Default |
|---|---|---|
| Allow submitting/editing exams | The user can create, edit, and submit exams. | Enabled |
| Manage users | The user can invite, edit, and deactivate other account users. | Disabled |
| View own reports | The user can view the analytical reports of their own activity. | Enabled |
TIP
It is recommended to enable only the permissions necessary for the invited user's role, following the principle of least privilege.
Skip invitation email
If the "Skip invitation email" option is checked, the invited user will not receive any email notification and will be activated automatically.
Actions
Invite: Saves the invitation and, if the skip email option is not checked, sends the invitation email to the user.
Cancel: Discards the form and returns to the user list without creating the invitation.