To invite users, you must follow a required sequence. You cannot invite a user until their Job Title is created.

Step 1: Create Job Titles

The system requires a valid Job Title ID to generate an invite.

1. Navigate to Settings > Manage Users, Groups & Job Titles
2. Select the Job Titles tab
3. Click Add Job Title
4. Enter the title (e.g., "Clinical Director," "Intake Coordinator") and initials and save

Once job titles are created, you can begin inviting users.

Step 2: Invite Team Members

1. Go to the Users tab within Manage Users
2. Click Invite User

Required Fields:

• First Name & Last Name
• Email Address: Where the invite token will be sent
• Role: Select the permission level (e.g., Admin, Staff)
• Job Title: Select the specific title created in Step 1

1. Click Send Invite

You can track the status of these invitations (Pending/Accepted) in the Invites tab.

Troubleshooting

My invitation link expired

Invitation links are valid for a limited time. If your link is no longer working, please contact your administrator. They can resend the invitation from the User Management screen.