Invite and manage staff users

Staff users work in the admin workspace. They are separate from customers in the Clients module. Use **Settings → Users & Roles → Users** with permission to manage users and roles.

Add User

1. Create or review the intended role under **Roles** first.

2. Return to **Users → Add User**.

3. Enter **Name**, **Email**, and **Role**.

4. Choose **Save** to send the workspace invitation.

5. Ask the recipient to accept it through their own DHRU Account. An **Invited** row is awaiting acceptance and should not be treated as an active staff account.

Invitation problems

Use **Resend invitation** on the invited user when the original invitation needs to be sent again. Check the exact email first. A duplicate-email error means a staff record already exists; inspect that record instead of creating another invitation. An invited user cannot be edited through the normal profile update until acceptance.

Edit an accepted user

Open the user, adjust **Name**, **Role**, or **Active**, and choose **Save** or **Save & Close**. The email is read-only when editing. The built-in primary Administrator has additional restrictions; do not use another staff profile as a substitute for that owner account.

Remove access

Use Inactive for a planned pause or **Delete** when you intend to remove the staff record, and read the confirmation. Review related app access and operational responsibilities separately. Keep the primary owner account available when changing roles.

Related guides

Set staff invoice permissions and wallet allowance

Review and sign out staff sessions