Engaged Users

This is the default screen shown when you first click the Users menu item. Here you see a list of admins and current users engaged to your organisation, as well as past users. You can use the search bar to search for a user in your organisation by name or email.

Engaged Users

Inviting a new user to engage

Inviting a new user to engage with your organisation means they will gain access to your organisation's templates and be subject to or placed in a role within your organisation.

To invite someone to engage, click the Invite User to Engage button at the bottom of the screen. The following screen will pop up.

Invite User to Engage

Enter a valid email address, then click Send Invitation. The recipient will receive an invitation email with a link to accept or decline your invitation. An invitation is valid for two weeks. This is for security reasons.

Once the recipient accepts your invitation, they will gain access to your organisation's templates and you (as the admin) will be able to allocate them to a role

If you want to cancel the sent invitation, read more [here][Invitiations]. Note: Once an invitation is sent, the associated email cannot be unsent. Cancelling an invitation simply means the link in the recipient's email becomes invalid, preventing them from engaging with your organisation.

[Invitations]: /invitations/README.md "Invitations"