Inviting Users

As an organization admin, you can invite other users to collaborate on credential management.

How to Invite

1. Navigate to Account > Invitations (accessible from the user menu)
2. Fill in the invitation form:
   • Email — The invitee's email address
   • Account Type — Their user role (Facility/Product Manager, Practitioner, etc.)
   • Access Level — Their permissions within your organization
   • Organizations — Which of your organizations to grant access to
3. Click Send Invitation

The invitee receives an email with a link to accept the invitation and create their account.

Access Levels

Level	What They Can Do
Admin	Everything — issue all credential types, manage settings, invite users, revoke credentials
Editor	Issue DPP, DTE, and DCC credentials. Read-only access to DFR and DIA. Cannot manage settings or invite users.
Viewer	Read-only access to all credentials and the dashboard. Cannot issue or modify anything.

tip

For a pilot, consider giving your product managers Editor access. This lets them issue product credentials while keeping facility and identity management with admins.

Managing Invitations

On the Invitations page, you can see all pending, accepted, expired, and cancelled invitations. For pending invitations, you can:

• Resend — Send a new invitation email (generates a new token)
• Cancel — Revoke the invitation before it's accepted

Invitations expire after 7 days. If an invitation expires, you'll need to send a new one.

What the Invitee Sees

1. They receive an email with an Accept Invitation button
2. Clicking the link takes them to a registration form pre-filled with their email
3. They set a password and complete account creation
4. They're automatically added to your organization with the specified access level
5. They land on their dashboard ready to work