Inviting users and resending invites

How to add users to your CVViZ workspace via the Add User flow.

Where to manage users

Settings → Users. Page title Users, subtitle "Manage your team members and their access permissions". Adding users requires the Manage users permission.

Adding a user

  1. Click Add User in the top-right.
  2. The drawer opens with title "Add a new User".
  3. Fill in the form:
    • First Name (required) — firstname.
    • Last Name (required) — lastname.
    • Email (required) — email. Used for the invite and login.
    • User Role (required) — userrole. Pick from the custom roles you've defined (see Built-in roles).
  4. The Permissions section below the form auto-populates based on the selected role — display-only here. To change permissions, edit the role itself, not the user.
  5. Click the action button to invite. The user receives an email and shows up on the list with status Invited.

Permissions auto-inherit from role

The Permissions section in the Add User drawer is display-only. It groups permissions into five categories so you can verify what the assigned role can do:

  • Job Management
  • Candidate Management
  • Company Management (only for staffing-agency workspaces, company_type === 'S')
  • Reports & Analytics
  • Administration

If the visible permissions aren't right for the user, fix the role at Settings → User Roles first; permissions update automatically across all users with that role.

User statuses

  • Invited (status 0) — invitation sent, awaiting acceptance. Blue badge.
  • Active (status 1) — accepted and using CVViZ. Green badge.
  • Deleted (status 2) — soft-deleted; can be reactivated. Red badge.

Editing an existing user

Click Edit User on the row's actions. The drawer title becomes Edit User. Email is disabled in edit mode — to change a user's email, deactivate and re-invite under the new address.

Resending invites

The agent inspection didn't surface a dedicated "Resend Invite" action — pending invites can be re-sent by editing the user (which retriggers the invite flow) or, if the invite is stale, by deleting the invited record and re-adding the user.

Bulk invite

Not in the current product — invite users one at a time via the Add User flow.

Tips

  • Always pick a real role; default-Admin assignments are too easy to miss revoking later.
  • Use the same email the user uses for SSO if SSO is enabled, so login flows align.
  • Audit pending Invited users monthly; old unaccepted invites add visual noise.