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Inviting your team

Users admin page with Invite User button visible. What the static image should show: The Users page title, the table shell, and Invite User button. Redact emails if needed. Where to go: Admin → Users Visibility: The Users item appears in the Admin group when your role may manage users. If you do not see Users, your role may not allow user management; ask a Tenant Admin in your workspace.

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Invite a tenant user

  1. Open Users from the left nav (Admin → Users).
  2. Click Invite User.
  3. Enter email and select a role:
    • Tenant Admin
    • Tenant Operator (default)
    • Tenant Viewer
  4. Submit. The app sends the invite with the email and role you entered.
Copy in the app: “Send an invitation email to add a new user to this tenant.” On success, the user receives an invitation email to set a password, consistent with the standard invite flow (exact email text is from the server). MEDIA: GIF — Open Invite User, select role, type a fake+disposable test email, submit (use a test tenant only) or close before submit in production. What the GIF should show: Dialog open → role Select change → (optional) successful toast without showing network payloads. MEDIA: VIDEO — “Users and roles in Callaro (tenant)”— tour of Users, invite, then filter or search the table if available. What the video should show: Chapters: open Users → Invite User → explain each role in one sentence (permissions are enforced server-side) → where to find Activity or row actions if present.

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Partner and platform (not the same flow)

  • Partner and Platform orgs use different invite experiences with different rules; this article focuses on tenant Users only.