Adding new users to OmniPATH

Overview

Inviting team members to OmniPATH is a straightforward process that allows you to quickly onboard colleagues and assign appropriate access levels. This guide walks you through adding new users and understanding the invitation process.

Step-by-step guide to adding users

Step 1: Navigate to user management

1. Go to Organisation Settings in your dashboard
2. Click on Users & Roles from the menu
3. You'll see a list of current users and their assigned roles

Step 2: Initiate new user addition

Click the '+' button in the top right-hand corner to open the new user form.

Step 3: Enter sser details

Complete the following fields:

Email address

• Enter the user's email address (this will be their login username)
• Ensure the email is correct as the invitation will be sent here
• Double-check for typos to avoid delivery issues

Send email Iinvite now

• Check the "Send email invite now" checkbox
• This immediately sends the invitation email to the user
• If unchecked, you can send the invitation manually later

Choose a role

Select the appropriate role for the user. The role determines their permissions and access level within OmniPATH:

• Team member: Can create purchase requests and submit invoices
• Accounting: Can review and approve/reject purchase requests
• Operations: Can process invoices and manage payments
• Site Manager: Can manage operations for specific locations
• Director: Full access to all features and settings
• Admin: Full access to all features and settings

Select Team or Site

Finally, assign the user to either a Team or a Site (dependent on their role):

• Site Assignment: For users who work at specific locations
• Team Assignment: For users who work in specific departments

The assignment options available will vary based on the role you selected.

Step 4: Save and send

Click Save or Invite User to complete the process. The system will:

• Create the user account
• Send the email invitation automatically (if checkbox was selected)
• Add the user to your organisation's user list

What happens next: The user experience

The invitation email

The new user will receive an email notification with details about their invitation to join your organisation on OmniPATH.

Two Invitation Scenarios

The user's experience depends on whether they already have an OmniPATH.AI account:

Scenario 1: Existing OmniPATH user

If the user already has an OmniPATH.AI account:

1. They receive the invitation email
2. They click the invitation link
3. They log in as usual with their existing credentials
4. Upon login, they'll see access to your organisation
5. They can switch between their existing organisations (if applicable) and your newly added organisation

Benefit: Seamless access without creating new credentials.

Scenario 2: New OmniPATH user

If the user is new to OmniPATH:

1. They receive the invitation email
2. They click the invitation link
3. They're directed to the sign-up page
4. They create their account (username, password, basic details)
5. Once submitted they will receive a second security email with a One Time Code
6. After adding the code to the form onscreen, they can immediately access their organisation with their assigned role

Benefit: Quick onboarding with a guided setup process.

Next steps after adding users

Once users are added and have accepted invitations:

1. Provide training: Share relevant support articles and documentation
2. Set expectations: Clarify approval workflows and timelines
3. Assign responsibilities: Define who handles what processes
4. Monitor activity: Check that users are engaging with the system
5. Gather feedback: Ask users about their experience and needs

Need Help?

If you need assistance with:

• Setting up complex role structures
• Bulk user imports
• Custom permission configurations
• User training or onboarding support

Contact our support team, and we'll help ensure your team is set up for success.

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