Give someone sign-in access

NizamOS is invitation-only. To let someone sign in, an Organization Admin or Super Admin gives them a role in User Access, and NizamOS emails them an invitation.

Invite someone#

1. Open Organization settings → User Access.
2. Choose Grant Access.
3. Pick Existing person and choose them from the list, or pick New person and enter their First name, Last name, Email and optional Phone.
4. Choose a Role: Organization Admin or Division Lead (then pick the Division). A Super Admin can also choose Super Admin.
5. Choose Grant access.

NizamOS creates the role and emails an invitation to the person's email address. If they already have a NizamOS login, NizamOS says "Access granted. This person already has a login, so it's active immediately."

Invite another admin#

Follow the steps above and choose Organization Admin. If they should also be able to manage other Super Admins, a Super Admin can choose Super Admin instead.

What the invited person does#

1. They open the invitation email and select its button.
2. They choose Continue to password setup.
3. They choose a password of at least 8 characters and sign in.

Status column#

• Not Invited Yet or Invite Not Sent — choose Send Invite.
• Invite Sent — the invitation is on its way. An invitation link lasts 24 hours.
• Invite Expired — choose Resend Invite.
• Active — they have a login. Choose Send Password Reset if they can't sign in.
• No Access or Access Ended — choose Grant Access to give them a role.

Good to know#

• A person needs an email address on their People record before they can be invited.
• A person can hold more than one role. Select the x on a role to end it.
• Program Leads and Committee Leads come from leading a group, not from User Access. See Roles and permissions.
• Madrasa parents and teachers get their portal access through the Madrasa section, not through User Access.

Troubleshooting#

• "Too many emails were sent. Try again in a few minutes." Wait, then use Send Invite or Resend Invite.
• "This person's email address isn't valid." Correct the email on their People record, then send the invite.
• "Access granted, but the invite couldn't be sent" — the role is saved. Use Send Invite to try the email again.
• "This person needs to verify their identity before account access can be enabled." NizamOS has to confirm this person's identity before they can be invited. Contact NizamOS for help.
• The person didn't get the email? See Can't sign in or didn't receive the email.