Management
User invitation, role and profile assignment.
Last updated
User invitation, role and profile assignment.
Last updated
In the Inistate app, enabling and disabling user accounts are essential for managing access effectively. The features ensure that user access always complies with current security protocols and organizational policies.
Administrators can enable accounts to grant necessary access aligned with user roles, ensuring operational workflow and productivity.
Disabling accounts helps prevent unauthorized access, enhance security, and adjust privileges in response to role changes or organizational needs. You can find the user options located right to the user.
All of the roles above can be assigned to a user except for consultant and owner, role assignment can be done by clicking on the three dots to the right of a user and access the option menu.
In the user's page (or members page on mobile), you are also able to filter the roles within a workspace. Do note the filter function works using OR conditional. Meaning it will display results that qualify either one of the user roles chosen.
Invitations within the Inistate system are pivotal for ensuring a smooth onboarding process and managing user access effectively.
Email Invitations: Administrators can send email invitations to new users, allowing them to create an account and gain access to the platform.
Link Invitations: A unique invitation link can be generated and shared with prospective users. This link can be accessed via a web browser, expediting the onboarding process.
Email Invitations: Similar to web options, administrators can send email invitations directly to users, allowing them to register and access Inistate from their mobile devices.
Link Invitations: Unique invitation links can be shared via messaging apps or text, enabling users to quickly join Inistate through their mobile browser.
QR Code Invitations: Administrators can generate a QR code that users can scan with their mobile device to receive an invitation, making the onboarding process even more efficient.
In both web and mobile, the invitation options can be accessed through the user's tab or menu.
Expiration of invitation: 1 month.
All of the roles above can be assigned to a user except for consultant and owner, role assignment can be done by clicking on the three dots to the right of a user and access the option menu.
In the user's page (or members page on mobile), you are also able to filter the roles within a workspace. Do note the filter function works using OR conditional. Meaning it will display results that qualify either one of the user roles chosen.
More about invitation to a workspace:
More about joining a workspace through invitations:
Mobile App - Invitation via link, QR Code and Email
A comprehensive instruction on invite users using mobile app, using three methods: sending an invitation link, using a QR code, and inviting via email.
Web - How to send invitation link
A step-by-step guide on how to send an invitation link using Inistate website.
Join Workspace Using Mobile
Step-by-step guide on how to join a workspace using the Inistate mobile app.
Enrolment Mobile - Enroll to exist workspace
Guide for joining via QR code or invitation link.
Join a workspace through Web
Steps for joining via email invitation or an invitation link.
