--- title: "Invite new users" slug: "roles-and-coverage-inviting-new-users" description: "How to invite users to Fullcast." tags: ["Admin", "Beginner", "Email", "How to", "Intermediate", "IT", "Managers", "Notification", "Onboarding"] status: "update" updated: 2026-08-19T16:30:20Z published: 2026-08-19T16:30:20Z canonical: "support.fullcast.com/roles-and-coverage-inviting-new-users" --- > ## Documentation Index > Fetch the complete documentation index at: https://support.fullcast.com/llms.txt > Use this file to discover all available pages before exploring further. # Invite new users Invite users to your Fullcast instance to give them access to the system. After a user is invited and [completes the initial login](/plan-and-pay/docs/log-in-to-fullcast-for-the-first-time) requirements, you can change their user permissions. ## Before you begin - Only tenant admins and sys admins can invite and manage users. - Determine [what permission type](/plan-and-pay/docs/get-started-with-user-permission-types) the user needs. ## Steps to invite a user 1. Go to **Settings > Users > User Management**. 2. Click **Add New**. ![GIF showing the progression of click Add New user to seeing the create user form.](https://cdn.document360.io/369efcf7-66f9-4f6b-9d45-9ca24a5b06cf/Images/Documentation/new_user.gif?sv=2026-02-06&spr=https&st=2026-07-08T04%3A15%3A17Z&se=2026-07-08T04%3A30%3A17Z&sr=c&sp=r&sig=hzjPWEQN0fac%2FmpMEXgwoBV4Jza5QJowuB%2BtLEKXweM%3D) 3. Complete the following fields: | Field | Description | | --- | --- | | **People** | Optional dropdown list of people imported from the CRM who are available to add as persons in Fullcast. Select a person from the dropdown if you are adding an existing person in the system. | | **E-mail** | Type in the new user's email address. > [!NOTE] > Note > > Fullcast sends an invite to the email address and the email address is also used as the username. | | **Multifactor authentication** | Determines if a user is required to use Multifactor Authentication to log in. Select one of the following options: - **N/A**—Defaults to system configured setting. - **Enabled**—Requires user to log in with MFA. - **Disabled**—Does not require user to log in with MFA. Refer to [Enable Multifactor Authentication (MFA)](/v1/docs/enable-multifactor-authentication) for more information. | | **Persona** | Optional field with a list of tags you can add to a persons profile. These do not affect access or permissions. | 4. Click **Send Invite**. ## After you invite a user Once you send the invite, the user's account moves through this process: 1. The user receives an invitation email and a password reset email. 2. The user accepts the invite, sets a password, and completes MFA setup if required. Refer to [Log in to Fullcast for the first time](/v1/docs/log-in-to-fullcast-for-the-first-time) for the full process. Their status changes from **Invited** to **Active**. ![User profile showing active status, email, and last login time information.](https://cdn.document360.io/369efcf7-66f9-4f6b-9d45-9ca24a5b06cf/Images/Documentation/active user.png?sv=2026-02-06&spr=https&st=2026-07-08T04%3A15%3A17Z&se=2026-07-08T04%3A30%3A17Z&sr=c&sp=r&sig=hzjPWEQN0fac%2FmpMEXgwoBV4Jza5QJowuB%2BtLEKXweM%3D) 3. Fullcast automatically designates the new user as a **Role Based Access User**. **What you do next depends on what the user needs:** - **If Role Based Access User is correct for them**—a tenant admin still needs to assign them a role in [coverage](/v1/docs/role-permissions). Until that happens, they'll see the error message “You don't have access.” when they log in. - **If they need a different permission type** (Tenant Admin, Sys Admin, or Reporting)—the user must complete their [initial login](/v1/docs/log-in-to-fullcast-for-the-first-time) first. You cannot change a user's permission type until they have logged in at least once. Once they have, go to [Configure user permissions](/v1/docs/configure-user-permissions#change-user-permissions) to update it.