To work in sales and trading with Aufinity, your employees need their own user account. As an administrator of your organisation, you can quickly and securely invite new team members by email and provide them with the appropriate access rights. In this guide, you will learn step by step how to add new users via the organisation settings or the sidebar, assign roles and manage existing accounts.
💡 The most important points at a glance:
- Simple invitation: Employees are invited directly by email and receive a registration or login link.
- Two ways: The invitation can be sent either via the organisation settings or centrally via the sidebar.
- Role assignment: Define precise access rights (e.g. Admin, Editor, Creator or Viewer) for each organisation.
- Full control: Assigned roles can be adjusted at any time, or users can be removed when needed.
Step-by-step guide
1. Invite users via the organisation settings (main method)
In the menu under your specific organisation, select Settings and switch to the User management tab. Enter the employee’s email address in the “Invite user” field, select the desired role (e.g. Admin, Editor, Creator or Viewer) and click the “Invite user” button. The invited user will receive an email notification. If they are not yet registered, they can register directly; otherwise, they will see the organisation directly in their left-hand menu after logging in.
2. Invite users via the sidebar (alternative)
Alternatively, click the User management menu item in the sidebar. Enter the relevant user’s email address in the field and click “Search”. In the configuration window that opens, you can specify the following options:
- Organisations: Select one or more organisations that the user should have access to.
- Role: Define the specific role for each selected organisation.
- Language: Set the preferred default language for this user.
3. Manage or remove invited users
All added team members are clearly listed in the user management table. Here, you can adjust the assigned roles at any time if required. If an employee leaves the organisation or no longer needs access, click the cog icon in the relevant row and select the “Remove user from organisation” option.
📌 Important note: Assign access rights according to the principle of least privilege. Assign the “Admin” role only to people who need to manage organisation and system settings. You can find a detailed overview of all permissions in the help article about user roles.