# How to Invite or Add New User Account

## Introduction

CloudNetra’s user management module includes an **Invite User** functionality, enabling administrators to invite new users to the platform. Invited users receive an email with credentials and can be assigned roles based on their responsibilities.

## Inviting a User via the User Accounts Page

To invite a user from the **User Accounts** page, follow these steps:

#### Step 1: Navigating to the User Accounts Page

1. From the **Settings** option in the left side panel, click on **User Accounts**.
2. The **User Accounts Page** displays all existing users, including both the default user and previously invited users, in a table format.

   <figure><img src="https://1597944246-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FuQndPYdMkQKZLWi61Oeg%2Fuploads%2FWi6aMER9kIrMPt14z8iF%2FUserInvite_nav.jpg?alt=media&#x26;token=29d1c8ef-529b-4fdf-a33d-ef6e2aefd669" alt=""><figcaption></figcaption></figure>

#### Step 2: Click on the Invite User Button

1. On the **User Accounts** page, click the **Invite User** button.
2. This will redirect you to the **Add User Account** page.

   <figure><img src="https://1597944246-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FuQndPYdMkQKZLWi61Oeg%2Fuploads%2F30FThQA82ytgbi9VSXsM%2FUserInvite_btn.jpg?alt=media&#x26;token=e2f81bd4-b527-45c3-a6aa-438a1e6180e6" alt=""><figcaption></figcaption></figure>

#### Step 3: Fill in Personal Information

1. Enter the **First Name** and **Last Name** of the user (both are mandatory).
2. Enter the **Email** of the user (mandatory).

#### Step 4: Select User Role

1. In the **Select Role** dropdown, choose between:
   1. **Admin:** Full access to the platform’s functionalities.
   2. **User:** Limited access (Only Read or view permission) based on predefined permissions.

#### Step 5: Send Invitation

1. After filling out the required fields and selecting a role, click **Send Invitation**.

   <figure><img src="https://1597944246-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FuQndPYdMkQKZLWi61Oeg%2Fuploads%2F5UggPjMRXPWEEQMAyETk%2FUserOnvite_add.jpg?alt=media&#x26;token=6f422119-904c-488e-9151-eac20300889e" alt=""><figcaption></figcaption></figure>
2. The user’s information will be saved, and an invitation email with credentials will be sent to the specified email address.
3. The newly invited user’s details will appear in the **User Accounts Table**.

## Inviting a User via the User Dropdown

You can also invite users by accessing the **Invite User** option from the **User Dropdown**. Follow these steps:

#### Step 1: Open the User Dropdown

1. Click on the **User Dropdown** from the top-right corner of the page.
2. Select **Invite User** from the dropdown options.

   <figure><img src="https://1597944246-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FuQndPYdMkQKZLWi61Oeg%2Fuploads%2FVhd6vtzndrA4zyjExMKk%2FUserInvite_dropdown.jpg?alt=media&#x26;token=7d6269e1-ab96-4dcb-a081-7aa8540ea140" alt=""><figcaption></figcaption></figure>

#### Step 2: Redirect to Add User Accounts Page

1. This action will redirect you to the **Add User Accounts** page.

#### Step 3: Follow the Same Process

1. The process for adding user details, selecting a role, and sending the invitation is identical to the steps mentioned above for [Inviting a user via the **User Accounts** page](#step-2-fill-in-personal-information).
