Adding, Inviting, and Managing Users

This article is for administrators who manage user accounts. It covers adding users, sending invitations, and common issues.

How to add and invite a new user

1. Go to the Users management page in the admin portal.
2. Create the user with their name, email address, and desired role.
3. Set the user's status to Active.
4. Click the Invite / Notify button next to their name to send them a welcome email.

"User must be active to notify"

The Invite button is grayed out or shows this message because the user hasn't been activated yet. Set them to Active first, then send the invitation.

User didn't receive the invitation email

• Ask the user to check their spam or junk folder.
• Verify that the email address in their profile is correct (typos are common).
• Resend the invitation from the Users management page.
• Confirm the user is marked as Active — inactive users cannot receive invitation emails.

Role restrictions

• Creating a Super user: Only existing Super users can do this.
• Downgrading a Super user to Admin or Standard: Only Super users can do this.
• Changing a Super user's active status: Only Super users can do this.
• Deactivating yourself: Not allowed — you'll see "You cannot set yourself as inactive."
• Deleting yourself: Not allowed.
• Exporting users in bulk: Requires Admin or Super role.

"Unauthorized" when trying to manage a user

If you're an Admin trying to change a Super user's role, status, or delete them, you'll see an error. Only Super users can manage other Super users.

Bulk user import

User imports are processed through Govenda Support using an Excel spreadsheet. Each row needs a valid first name, last name, and a role entered exactly as: super user, admin, or standard user. Duplicate email addresses will be flagged with "User already exists on company."

Contact Govenda Support at support@govenda.com to process a bulk import.