How are users invited?
Account Settings > Users > Invite User; the CO enters the new user's email and selects their role, the platform emails a setup link valid for 4 weeks, and training is pre-allocated by role.
Account Settings → Users → Invite User (pink button). The CO or another admin enters the new user's email and selects their role; the platform sends an invitation email.
The new user then:
- Receives the email with a setup link (valid for 4 weeks).
- Clicks the link and sets their own password.
- Configures MFA - chooses SMS, Authenticator app, or Passkey.
- Lands on their dashboard with training modules pre-allocated to their assigned role.
If the user doesn't receive the email (spam filter, expired link), the CO can re-invite them from the same screen. Users can also use Forgot Password from the sign-in page if their invite has gone stale - see "What if a magic link expires? Can it be resent?" in Section 13.
The invite step doesn't unlock transactional access - users still need to complete their mandatory training modules before they can initiate CDD work.