Invite people and manage accounts

Everyone who signs in has an account here: invite them, give roles, and look after their access. Who: administrator · Where in the cycle: Set up.

Before you start

You need Manage people (USER_MANAGE). To hand out roles you also need Manage roles (ROLE_MANAGE); without it new people start with no roles.
You can’t give anyone more than you hold yourself.
Every account counts against your plan’s user limit — suspended ones and invitations never accepted too.

The Users screen

Setup › Users lists every account: User, Roles, In the field (e.g. “REP-03 · Seller · Van · Reports to sara.sup”), Permissions (how many), Status (Active, Suspended, Locked) and Last sign-in. Filter by status, search by name or username. Invitations waiting lists invitations not yet accepted, with Withdraw.

The Users list with 3 active accounts: Administrator (nile-fresh.admin), Omar Hassan as Sales Representative on REP-03 with a van, and Mona Adel as Supervisor on SUP-01, each with a row menu. — In the field
Status
Row menu

Steps

Invite someone

Press Invite someone.
Type the Name. The Username is suggested from it (letters, digits and . _ -); change it if you like.
Under How they get in, choose:
- Copy a link — you copy a one-time link (good for 7 days) and send it yourself;
- Send an email — Slflo emails the link to the Email you type;
- Temporary password — you hand over company, username and password; they choose their own at first sign-in. The only one that works in the phone app.
Tick the Roles.
Press Create and invite, copy what the result shows (it is shown once), then Done.

The hany.en can sign in sheet after inviting Hany Samir with a temporary password; the sign-in details are blurred, with a Copy button.

On a round — make the person a rep (Put someone on a round).
Roles — tick or untick roles; Save roles.
Exceptions — give or take away one permission for this person (Give one person an exception).
Reset password — Make a temporary password and hand it over; it also unlocks the account and signs them out everywhere. They choose their own at next sign-in.
Suspend — signs them out and stops them signing in. Bring back lets them in again.
Unlock — for a Locked account (10 wrong passwords in a row).

Example

Nile Fresh invites Omar Hassan with Temporary password and the Sales Representative role. The result block reads “Company: nile-fresh / Username: omar / Password: …”; the administrator hands it to Omar with his phone. A week later Omar types a wrong password ten times and his row shows Locked: the administrator uses Reset password (which unlocks too) and gives him the new temporary password.

What happens next

An invited account exists at once; the invitation shows under Invitations waiting until it’s accepted, withdrawn or 7 days pass.
Role changes, exceptions and suspensions reach people already signed in within an hour; a password reset signs them out.
Every change is in the audit trail.

If something goes wrong

What you see	What to do
The rep's phone refuses the password	Link and email invitations can't sign in on the phone. Use Reset password to give a temporary one.
Invitation links are not switched on for this workspace yet. Choose a temporary password for now, and ask your Slflo contact to switch links on.`LINK_NOT_CONFIGURED`	Links aren't switched on for your workspace. Choose Temporary password.
Email is not configured on this deployment. Use the copy-link route.	Choose Copy a link and send it yourself, or Temporary password.
A refusal about the plan's user limit	Every account counts, suspended and never-accepted ones too. Ask the people who run Slflo about your plan.
You cannot give more than you have yourself: a permission you do not hold, a wider reach or a higher limit than yours.`ESCALATION`	You tried to give a role or exception beyond your own grants. Ask an administrator.
This person can do things you cannot, so only someone with at least their access can change this.`OUT_OF_REACH`	This person can do things you can't. Someone with at least their access changes it.
You cannot suspend your own account.`SELF_SUSPEND`	Another administrator suspends your account.
An email address is needed here. Enter one and try again.`EMAIL_REQUIRED`	Send an email needs the email address.