Articles on: Organisation Admin

Invite and manage users

Your organisation's Users page is where you add new people, review who has access, and manage their accounts. Every person who needs to use Smart Core Connect at your organisation must be invited here first.

Invite a new user

Navigate to your account settings page.

Open the Users page from the left-hand menu under Organisation.

Click the + button in the card header. If your organisation has no users yet, click Create User instead.

Enter the new user's email address in the modal that appears, then click Save.

Copy the invitation link from the confirmation dialog if you need to share it manually. The dialog also confirms that an invitation email has been sent.

Close the dialog. The new user now appears in the table with a Pending Invitation status.

The invitee will receive an email with a link to set up their password, complete their profile, and sign in.

Manage existing users

Open the Users page. You will see a list of all users showing their details and account status.

Check each user's status. It will show as one of:

Enabled -- the user can sign in normally.
Pending Invitation -- the user has been invited but has not yet set up their account.
Disabled -- the user's access has been turned off.

Click the actions menu on any user row to see the available options. Depending on the user's status, you can:

Disable an active user (you will be asked to confirm).
Enable a previously disabled user.
Resend or send a new invitation if the user has not completed setup.
Send a password reset for any user who has finished onboarding.
Delete a user permanently (a detailed warning will explain what this means).

Confirm your action when prompted. The table refreshes automatically to show the updated status.

View a user's detail page

Click a user's row in the table to open their full profile.

Review the user's name, avatar, email, position, and account status.

Use the same account actions from the detail page -- enable, disable, password reset, resend invitation, or delete.

Check the user's role assignments and site memberships with their site-specific roles.

What if something goes wrong?

Situation	What to do
Invitation email not received	Resend the invitation, or copy the link from the confirmation dialog and share it directly.
Invitation has expired	Open the actions menu -- it will show the invitation as expired. Send a new invitation.
Password reset link has expired	The status column shows it as expired. Send another password reset.
You need to remove someone immediately	Delete or disable the user. Disabled users lose access straight away.

Updated on: 14/04/2026

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