ToolJet/docs/versioned_docs/version-3.0.0-LTS/user-management/onboard-users/invite-user.md at 4c8c5381dd316cde9e518d19d34dea4e64fc765a

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* Initial Structure Setup

* Add SMTP Configuration Content

* Add ToolJet Plan Content

* Update ToolJet Plan Docs

* Update SMȚP Configuration

* Add Organization Overview

* Update SMTP Cofig

* add licensing structure

* revert AppCard.jsx

* revert AppCard.jsx

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* Revert ManageGroupPermissionResources.jsx

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* revert tabler.scss

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* add: white label doc

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* add: instances and workspaces

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* Revert Changes

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* tj deployment beta

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* update setup tj folder

* Replicate changes to 3.0.0-LTS

* Add overview and onboard user structure in beta

* Add Overview for User Management and Access Control

* Add Invite User

* first draft - bulk invite, archive, self signup

* update: intance-workspace-whitelabelling

* fix: workspace-whitelable doc

* minor update in invite user

* Update Onboarding and Offboarding of Users - 03/01

* Add structure for authentication and rbac in beta

* update super admin file structure

* add super admin content

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* Overview for onboard and offboard user

* minor edit overview page

* Update Invite User

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* updated archive user

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* Granular Access Control [WIP]

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* github sson 1

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* Update Custom Groups

* feat: authentication

* OIDC - Okta

* feat: cloud auth

* fix: overview typo

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* Group Sync Structure

* User Metadata

* [WIP] OIDC Group Sync

* OIDC Group Sync

* Update use case example in user metadata

* Remove password management section

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* add: retry limit in password login

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* OIDC Group Sync Docs

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* Custom Group

* access control

* Profile Management Structure

* edit user details and reset password

* profile settings

* Development Lifecycle Structure

* [WIP] Version Control

* [WIP] Rollback

* Update GitSync Structure

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* Copy GitSync from the Develop

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* wip: release

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* wip - okta saml

* Okta SAML

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* gitsync custom branch

* Workspace Constants

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* Update License

* update: images and css classes

* update: images

* update: envs

* update: images

* Img Update till Invite User

* update: removed cloud from Dev Life cycle

* feat: custom domain

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* update: workspace doc

* metadata img update

* Images till Onboard and Offboard

* SSO Images

* Image Update GitSync

* fix: naming

* delete sql backup

* update: images

* Add ToolJet API

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* update: images

* Nav Bar Update

* fix: feedback

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* Content Update

* fix: images

* fix: platform overview image

* Update Grammar and Links till Onboard Users

* Fix links

* Update Self Singup Screenshot

* Fix interlinking

* Fix GitSync Interlinks

* update: interlinking

* Delete Old Docs Beta

* Delete Old Files from LTS

* Replicate Files in LTS

* Update Home Page

* fix workspace login link

* fix links

* Deploy ToolJet

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Co-authored-by: PriteshKiri <pritesh.d.kiri@gmail.com>

2025-03-06 16:12:09 +05:30

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id	title
invite-user	Invite

Admins can invite users to a workspace using their email addresses and assign them specific roles and groups to manage permissions. The invited users receive an email with instructions to join the workspace, ensuring a seamless onboarding process.

Steps to Invite a User

Role Required: Admin

Click on the settings icon (⚙️) on the bottom left of your dashboard.
Go to Workspace settings > Users.
(Example URL - https://app.corp.com/nexus/workspace-settings/users)
Click on the Add users button.

Fill out the following details:

Field	Required/Optional	Example
Name	Required	John Doe
Email address	Required	john@corp.com
Select groups	Required	USER ROLE: Admin
	Optional	CUSTOM GROUPS: Manager
User metadata	Optional	`{"apiKey": "abc123"}`

Click on the Invite users button to send the invitation.

Email Invitation

Pre-Requisite: Setup SMTP Server

Once a user is invited to the workspace, they will receive an email containing a unique workspace invite link. By clicking the link, the user will be redirected to the workspace login or signup page to complete the onboarding process.

Invitation URL

On Self-Hosted ToolJet, admins can copy unique invitation URL and share with the user.

User Status

Admin users can track the status of users as follows:

Self-Hosted ToolJet

Invited: The user has been invited to join the workspace.
Active: The user is a member of the current workspace.
Archived: The user has been archived by the admin.

ToolJet Cloud

Requested: The user has been invited to the current workspace but doesn't have a ToolJet account.
Invited: The user has been invited to the current workspace and has a ToolJet account.
Active: The user is a member of the current workspace.
Archived: The user has been archived by the admin.

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