Invitations and Access

The invitations system allows you to add new users to your company in a secure and controlled way.

Invite a new user

1. From the Users or Contacts module, select the "Invite user" option.
2. Enter:
   • First and last name.
   • Email.
   • Initial role / permissions.
3. Send the invitation.

The person will receive an email with a link to:

• Create their password.
• Complete some basic data.
• Accept terms and conditions (according to configuration).

Invitation management

In the same section you can:

• View pending invitations (not yet accepted).
• Resend an invitation if the user didn't receive it.
• Cancel invitations that are no longer necessary.

Deactivate or revoke access

In case a user should no longer access the system:

1. Enter the user's detail.
2. Change their status to inactive or revoke their access.

This prevents them from continuing to log in, but maintains the history of their actions (sales, movements, etc.) for audit purposes.

For more information on security policies and best practices, consult the Security section.