Invite users and assign roles

Outcome: Invite a company member and assign the smallest role that supports their work.

For: Customer administrators
Permission: read users, create users, and read roles
Time: About 5 minutes, plus invitation acceptance
Changes made: Creates a member and grants access to company data

If you're stuck

• Administration → IAM appears through read users; the navigation does not use a permission named IAM.
• Search by exact email before inviting. If the member already exists, open that record instead.
• If the invitation is already Pending, resend the existing invitation rather than creating a duplicate.

Before you start

• Confirm the person's business email and company.
• Choose an existing Role based on their responsibilities.
• Review the Role's Permissions.
• Confirm another active administrator can manage IAM before changing your own access.

Field and option guide

Invite the member

1. Open Administration → IAM (/administration/iam).
2. Open the Users list and select Create User.
3. Enter the person's business name in User name.
4. Enter the exact company address in Email.
5. Under Roles, select at least one approved Role. If none is selected, the form reports Select at least one role.

6. Review the address and Roles, then select Create User once.

Expected result: WanAware reports Invitation sent, and the member appears with Invite Status set to Pending until they accept.

If the email already belongs to a member, update the existing record rather than sending duplicate invitations.

Verify access

1. Ask the person to use the latest invitation email.
2. Confirm their status becomes active after acceptance.
3. Ask them to sign in and open one page required for their work.
4. Confirm they do not see unrelated administration actions.

If the expected page is missing, use A page or action is missing.

Check your result

The member is active in the correct company, has the intended role, can complete their required task, and does not have unnecessary access.

Undo this change

Do not share an invitation with a different person. If the wrong Role was assigned, correct the existing user record before resending. If the wrong email was invited, stop and contact Support rather than assuming an unverified cancellation or deletion control exists. Before reducing your own administrator access, verify another active administrator can manage IAM.

Learn and continue

• Learn: Understand Roles and Permissions
• In WanAware: Open /administration/iam in your WanAware workspace.

Next steps

• Manage pending invitations
• Create and edit Roles

Get help

Email [email protected] and include:

• Company, affected user email, page URL, timestamp, and time zone
• Invitation status and Role names
• Exact error text

Never send passwords, MFA codes, invitation tokens, credentials, or access tokens.