## Overview

The **Invite User** feature allows Admins (both Publisher and Advertiser level) to invite collaborators to their Console Business Manager directly - without needing to create credentials manually.

This feature simplifies onboarding by sending an automatic invitation email, where the new user can activate their own account.

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## Accessing the Invite User Option

Depending on your role and context, you can invite users from two locations in **Console**:

### **1. Publisher-level Invitation**

1. Select your Publisher from the advertiser list in the navigation.

_(psst: You can always tell who is the Publisher by this "verified" icon)_

2. Go to **Client management**.
3. Open the **Users** tab.
4. Click **Invite user**.

### **2. Advertiser-level Invitation**

1. Select the relevant **Advertiser** from the Advertiser list.
2. Go to **Client management** → **Users**.
3. Click **Invite user**.

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## Sending an Invitation

When you click **Invite user**, a form appears where you provide the user’s details:

| Field | Description |
| --- | --- |
| **First name** | User’s first name (e.g., `John`) |
| **Last name** | User’s last name (e.g., `Doe`) |
| **Email** | Must be unique. You can use `+` addressing to invite multiple users with variations, e.g. `user+sales@company.com`. |
| **Role** | Assign an appropriate role based on permissions. See [User Roles and Access Levels](https://dev.kevel.com/update/docs/user-management-for-publishers#user-roles-and-access-levels) for details. |

After filling the form, click **Send invite**.

The invited user will receive an **email invitation** containing a link to activate their account.

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## Invitation Flow

### **1. Pending Invitation State**

Once the invite is sent, the user appears in the list with a **“Pending”** label until they activate their account.

### **2. Invite Email & Activation**

The user receives an email with a “Join Console” button.

- The link is valid for **7 days**.
- If it expires, the Admin can resend the invitation.

When the user clicks the invite link:

1. They are redirected to the **Create Account** page.
2. They choose a **Username** (one word) and **Password** (entered twice for confirmation).
3. After clicking **Activate Account**, they are redirected to the Console instance.

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## Managing Invites

Admins can manage pending or active invites directly from the **Users** tab.

Click the **more options (⋮)** icon next to the user to:

- **Resend invite** – Reissues the activation email.
- **Delete** – Revokes the pending invite permanently.

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## Permissions and Roles

The available roles depend on where the invitation is created:

| Level | Roles Available | Description |
| --- | --- | --- |
| **Publisher** | Publisher Admin, Publisher User | Controls access across all advertisers under the publisher. |
| **Advertiser** | Client Admin, Client User | Controls access for a specific advertiser. |

For detailed role descriptions, see:

- [User Management for Publishers](https://dev.kevel.com/update/docs/user-management-for-publishers#user-roles-and-access-levels)
- [Managing Advertiser Users](https://dev.kevel.com/update/docs/managing-advertiser-users-1#adding-a-new-advertiser-user)

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## Key Notes

- Invitations expire after **7 days**.
- Pending invites can be **resent or deleted** at any time.
- Once accepted, the user appears in the user list.
- Admins remain the only users who can create, invite, or remove other users.

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