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How to Create and Manage User Accounts in Invent ERP

Learn how to add users, assign access rights, and manage user accounts securely.

Follow these steps to successfully create and activate a new user account in your system.

1. Verify Your Subscription​

Before adding a new user, ensure you have available seats in your plan:

  • Go to your Profile and select My Subscription.
  • Review your plan details to see the total number of users allowed versus how many are currently used.

2. Navigate to User Management​

  • In the side menu, locate the Configuration section.
  • Click the plus (+) icon to expand the items and select Users.
  • You will see a list of all current users and their status. Click the Add button in the top right corner to start.

3. Enter User Details​

Fill out the required information for the new account:

  • Profile Picture: Click the picture icon to upload an image.
  • User Info: Enter the user's name and email address. (The email is used for the verification process).
  • Access Rights: Assign the specific company or branches the user can access and designate their Role.
  • Notes: Upload any relevant documents or internal notes in the message section.

4. Configuration & Security​

  • Preferences: Set the user's default language and time zone.
  • Security: To enhance protection, navigate to the Account Security tab and click "Click to activate" to enable Two-Factor Authentication (2FA) for the user.
  • Create: Click the Create button at the top left to save the profile.

5. Finalize Activation​

  • To grant the user access, click Send Invitation at the top.
  • The user will receive an email. They must accept the invitation, set their password on the Invent ERP website, and click Set Password to complete the process.