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How To Manually Invite New Users

Step-by-step instructions on how to manually add new users

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Written by Imran Mouna
Updated over 2 months ago

Step 1: Navigate to the Users Management Section

  1. Log in to the InStage Admin Dashboard: app.instage.io/admin

  2. Click on the Account Icon (top-right corner) and select “Profile” from the drop-down menu

Step 2: Start the Invitation Process

  1. Click the “Invite User” button in the top-right corner of the Users page

  2. A pop-up form titled “Invite User” will appear

Step 3: Fill in User Details

  1. Enter Email Address: Type the new user’s email in the Email & Role field.

  2. Assign a Role: Click the dropdown next to the email field and choose one of the following:

    1. Member (default) – General user access intended for students and learners

    2. Admin – Full administrative control intended for staff and faculty

  3. Enter Full Name: Fill in the user’s name in the provided field

  4. (Optional) Add Phone Number: This field is optional and can be left blank.

Step 4: Send the Invitation

  1. Click “Invite” to send an email invitation

  2. Alternatively, click “Copy Invite Link” to generate a shareable link for the user to sign up manually

Step 5: Confirm the User is Added

  • After sending the invite, the new user should appear in the Users list

  • You can check their Joined Date and Last Seen status once they accept the invite and log in

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