Invite Users to Advantus

Learn how to interact and invite your team members on Advantus.

Pre-requisites

  1. Create an AccountSign up/sign in to your Advantus account.
  2. Create an Organisation – Invite users to an existing organisation or create a new one if needed.
  3. Create an Application – Invite users to an existing application or create a new one if required.
  4. Set Up Permissions for Custom Role – Create a custom role and assign permissions before inviting the user.

Now, you're ready to invite users.

How to invite a user?

To invite a user to your Advantus organisation, follow these steps:

Step 1. Navigate the application

Navigate to the application within your organisation that you want the user to be a part of.

Step 2. Add new user

Once in the application, find the Users section and select the "Add new user" option.

Note: You can invite up to 5 users during the onboarding process. After that, you can invite one user at a time.

Step 3. Provide necessary details

FieldDescription
EmailThe email address of the user you want to invite to your organisation or application.
Select User RoleChoose a predefined role or a custom role to assign to the invited user based on their responsibilities.
System-Defined RolesThese are pre-configured roles within the application, such as Owner, Admin, Creator, and Validator.
Custom RolesIf you need more flexibility, create custom roles with specific permissions tailored to your organisation’s needs.

Step 4. Send invitation

After assigning the role, click Send Invitation. The invited user will receive an email with instructions to join the application.