Inviting Users

How to Invite a User

To invite a new team member:

1. Go to the Team Management page
2. Click Invite User (if you have available slots)
3. Fill in the invitation form:
   • Email address (required) — This will be their login username
   • First name and Last name
   • Job title
   • Organisation admin — Check this box to give the user admin privileges
4. Click Send Invitation

What Happens Next

When you invite a user:

• A new account is created with the provided email and name
• A temporary password is generated automatically
• A welcome email is sent to the user with their login credentials
• The user can log in immediately and should change their password

Resending an Invitation

If a team member did not receive their invitation email or has forgotten their password, you can resend the invitation:

1. Find the user in the Team Members table
2. Click the envelope icon in the Actions column

This will generate a new temporary password and send a fresh welcome email.

Important Notes

• The email address must not already be in use by another DataVault account
• You cannot invite more users than your plan allows
• Invited users inherit the same subscription tier and module access as your organisation