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Invite a User

Invite team members to join your organization in Zeltask. Each invited user receives an email to set up their account and access the platform.

Before You Start​

  • You need Admin permissions to invite users
  • Have the user's email address ready

Accessing User Management​

  1. Click Settings in the sidebar
  2. Under Configuration, click Personas (People)

[Screenshot: Settings sidebar with Personas section highlighted]

Steps​

Step 1: Start the Invitation​

  1. In the Personas view, click Invite People
  2. A modal opens for the invitation

[Screenshot: Invite People button highlighted]

Step 2: Enter the Email Address​

  1. Enter the email address of the person you want to invite
  2. This email will be used for their login credentials

[Screenshot: Email field in the invitation modal]

Step 3: Assign to a Team (Optional)​

You can optionally assign the person to a team during the invitation:

  1. Select a team from the dropdown
  2. This step is optional — users can also be added to teams later from the Equipos (Teams) section

[Screenshot: Team assignment dropdown in invitation modal]

Step 4: Send the Invitation​

  1. Review the information
  2. Click Send Invitation

The invitation is sent via email. The new user appears in your people list with status Invited.

[Screenshot: User list showing invited status]

What Happens Next​

  1. The invited person receives an email with instructions to join
  2. They create their account by setting a password
  3. Once they accept, their status changes from Invited to Active
  4. They can now log in and access Zeltask

Managing Invited Users​

From the Personas list, you can:

ActionDescription
View user detailsSee information entered during invitation
See last connectionCheck when the user last accessed the platform
Edit userUpdate user information
Delete userRemove the user from the organization

Filtering and Searching​

Use the filters and search bar to find users:

  • Filter by status — Invited, Active
  • Filter by role — Permission level
  • Search by name — First name or last name

[Screenshot: Filter and search options in Personas view]

Tips​

  • Use work email addresses for easier identification
  • Invite users before creating teams — users must exist to be added to teams
  • Check the Invited filter to follow up with users who haven't accepted yet
  • Assign users to teams during invitation to save time