Users

Users are the people who can sign in to your organisation. Each user has a role, and most can also be given an access level that sets exactly what they can do.

Where to find it

Go to Security → Users. Search by name or email. Each user shows a status:

• ACTIVE: signed up and able to use Homwe.
• UNVERIFIED: hasn’t finished verifying their account.

Roles

Role	What it means
Owner	Full access to everything. The person who creates the organisation becomes its Owner.
Admin	Full access to everything.
Employee	Only what their access level allows.
Collaborator	Only what their access level allows. Intended for outside helpers, such as an accountant.

Choose the right role when you invite someone.

Invite someone

1. Click Invite User. You can also hover over your organisation in the organisation switcher and click Invite members.
2. Enter their Email and choose a Role. The default is Employee.
3. Click Send Invite.

They’ll get an email saying “You’re Invited!” with an Accept Invitation button. The invitation expires after 7 days.

Caution

You can invite someone as Owner or Admin, which gives them full control of the organisation. Only do this for people you fully trust.

Tip

Inviting someone as Employee or Collaborator doesn’t give them any access yet. After they join, open their user page and assign an access level, or add them to a group that has one.

You can’t invite someone who’s already in your organisation.

The Invitations tab

The Invitations tab lists every invitation, newest first, with its Role, Status (Pending, Accepted, or Rejected), and Invited and Expires dates. A badge shows how many are pending.

To send someone their link again, choose Copy Invite from the row’s menu and share it with them directly.

Accepting an invitation

The invited person clicks the link and signs in, or creates an account, using the same email address the invitation was sent to. The page shows “You’re invited to organisation”, who invited them, the role, and when the invitation expires. They then click Accept or Reject.

• Accept shows “Joined organisation”, and the organisation appears in their organisation switcher. New users skip the setup wizard.
• Reject shows “Invitation declined”.
• The choice is final. Opening the link again shows “You’ve already accepted this invitation” or “You’ve already declined this invitation”.

If they see “This invitation can’t be opened”, either the link has expired or they’re signed in with a different email. Ask them to sign in with the email address the invitation was sent to.

A user’s page

Click a user to open their page.

Overview

Shows their email, status, role, and Access level. To change the access level, click Edit, choose an access level from the list (or No access level to remove it), and click Save. Owners and Admins always have full access, so access levels don’t apply to them.

Permissions

A read-only list of the permissions in this user’s access level, grouped by area.

Locations

Lists the locations assigned to the user. Click Add locations to add some. Tick “Show and include sub-locations when parent is selected” to include everything inside a location. Each assignment shows This location only or Includes sub-locations, and changes save straight away.

Impersonate a user

If you have permission, an Impersonate button lets you use Homwe as that user to check what they can see. You can only impersonate someone with a lower role than yours.

While you’re impersonating, a banner reads “You are impersonating name. Signed in as you.” Click Exit to stop. Everything you do is recorded under both your name and theirs.

Permissions

Permissions are given through access levels. Owners and Admins have all of them.

Permission	Lets you
List Users	See users
Invite Users	Invite users and see the Invitations tab
Impersonate	Impersonate users with a lower role
Manage Access Levels	Change a user’s access level. Without it, the access level is read-only.
List User Locations / Manage User Locations	See / change a user’s locations