# Invite And Onboard A User

Use this guide to add a new person to your organization.

## Before you start

* You need user invite access in Dashboard.
* A default invite role should be configured in organization settings.

## Steps

1. Open `Dashboard > Users`.
2. In `Invite a new user`, enter name and email.
3. Submit the invite.
4. Ask the user to accept the invite link/email.
5. After acceptance, open the user card.
6. Assign or adjust roles as needed.
7. Confirm status and remote/onsite flags are correct.

## Optional admin checks

* Ensure the user is assigned to the correct team.
* If needed, export user data from the user card actions.

## If something does not work

* Invite not visible: check your permissions.
* Wrong access after invite: verify role assignment and organization role definitions.

## Screenshot Checklist (GitBook Publishing)

* [ ] Capture the `Users` page with invite panel visible.
* [ ] Capture invite form filled before submission.
* [ ] Capture the invited user record after acceptance.
* [ ] Capture role assignment state on the user card.
* [ ] Redact personal data (email, names, IDs) before publishing.

## Screenshot Placeholders

* `TG-USERS-01-context`: Dashboard users page with invite panel.
* `TG-USERS-02-action`: Invite form populated before create.
* `TG-USERS-03-result`: User visible in list with active status.
* `TG-USERS-04-roles`: Role assignment state on user card.


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