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Inviting Users — Add Team Members to Your Workspace

Access: Tenant Admins only

This guide walks you through inviting colleagues to join your TraptureIQ workspace.

Demo Video​

How to Invite a User​

Step 1: Open Access Management​

Navigate to Access Management in the sidebar.

Step 2: Click Invite User​

Click the Invite User button (the button with the UserPlus icon) at the top of the page.

Step 3: Fill in the Invitation Form​

FieldWhat to Enter
Email AddressThe email address of the person you want to invite. They'll receive the invitation at this address.
RoleChoose the role for this user:
Tenant Admin — Full access to all sections and admin features (managing agents, users, billing, security)
Tenant User — Standard access, limited to sections you configure

Invite User Form — Replace with actual screenshot

Step 4: Send the Invite​

Click Send Invite.

Expected result: The system sends an invitation email with a registration link. The user appears in your user list with a "Invite Pending" status badge.

Invite User Form — Replace with actual screenshot

What the Invited User Experiences​

  1. They receive an invitation email from TraptureIQ with their login email address displayed.
  2. They click the Set My Password button in the email.
  3. They set their password and log in with their email and password.
  4. They are automatically linked to your Tenant with the role you assigned.
  5. They land on the Agents page — ready to start using the platform.

Note: The invitation link is single-use and expires after a short period. If it has expired, the user can use the Forgot Password link on the login page to request a new one.

Invite User Form — Replace with actual screenshot

Managing Pending Invites​

Invite User Form — Replace with actual screenshot

ActionHowWhen to Use
View pending invitesLook for users with "Pending" status in the user tableTo check who hasn't accepted yet
Resend inviteClick the Resend action on the pending user's rowIf the original email was lost, expired, or went to spam
Cancel inviteDelete the pending userIf you sent the invite to the wrong person

Invite links are single-use and expire after a short period. If someone tries to use an expired link, use Resend to generate a fresh one.

What Happens After They Accept​

Once the user accepts the invite and signs in:

  1. Their status changes from Pending to Active.
  2. They can access sections based on their role and your section access configuration.
  3. If invited as a Tenant User, they see only the sidebar sections you've configured for them.
  4. By default, new Tenant Users can see all agents. Use Agent Access to restrict which agents they can interact with.
  5. If invited as a Tenant Admin, they have immediate full access to all sections.

Tips for Beginners​

  • Start with Tenant User role — When in doubt, invite people as Tenant Users. You can always upgrade them to Admin later.
  • Configure section defaults first — Before inviting many users, set up your Permission Matrix defaults. This saves you from configuring each user individually.
  • Check spam folders — If an invited user says they didn't receive the email, ask them to check their spam/junk folder.
  • Use resend — If an invite has been sitting for more than a few days, resend it to generate a fresh link.