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This guide walks you through inviting a new user to your UMS organisation and assigning their access. Inviting and managing users requires administrator permissions — if you don’t see the Users section in the Settings nav rail, contact your organisation administrator.

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Open user management

User management lives in the Users section of Settings, under the Organisation group in the left nav rail.
1

Open Settings

Click your avatar in the top-right corner and select Organisation.
2

Open Users

In the left nav rail, select Users under Organisation.
UMS user management showing the Total Users, Active Users, and Pending Invitations stats with the users table
The Users section shows three summary cards — Total Users, Active Users, and Pending Invitations — above a table of everyone in your organisation, with their role, status, and last login.

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Invite a new user

1

Start an invitation

Click Invite User in the top-right of the Users card. This opens the Invite New User wizard.
2

Enter user details

On the User Details step, enter the new user’s First Name, Last Name, and Email Address. The invitation is sent to the email address you enter here. Phone Number is optional.
Invite New User wizard on the User Details step with name, email, and phone fields
If you enter a phone number, Australian format is preferred — 04XX XXX XXX or +614XX XXX XXX.
3

Choose a role

Click Next to move to Role & Permissions, then pick a role from the curated role cards. The list is filtered to your own privilege level — you can only invite users at or below your role (Superuser and above are never offered). The permissions preview shown next to each card is fetched from the backend, so it always reflects what the role can actually create, read, update, and delete across each application.
Role and Permissions step showing the Account Manager role selected with its permissions matrix
4

Set account access (account-scoped roles only)

If the role you picked is account-scoped — Portal Admin, Portal User, Account User, or Account Viewer — the wizard adds an Account Access step where you choose the account(s) the user should be scoped to. This step is skipped for organisation-wide roles. It’s the same picker that appears on the Account Access tab of the edit dialog for existing users.
5

Review and send

Click Next to reach Review & Send. Check the summary, then click Finish to send the invitation. The new user receives an email to complete their registration and set a password.
If a required field is missing or invalid when you submit, the wizard jumps back to the step that owns the field and highlights the error inline — you don’t have to hunt through earlier steps.

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User roles

The role you choose controls what the user can access. UMS provides the following roles:
RoleTypical use
Organisation AdminFull administrative access, including user management
Account ManagerManage accounts, sites, connections, and agreements
Account UserDay-to-day work within assigned accounts
Account ViewerRead-only access to assigned accounts
Account Operations UserOperational tasks such as invoice processing
Brokerage Operations UserBrokerage records and calculations
Portal Admin / Portal UserAccess to a white-label portal account
Only roles at or below your own privilege level appear as cards in the wizard.

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Manage existing users

Each row in the users table has actions for managing that user:
  • Edit user — Update their name, role, Active status, and which accounts they can access (on the Account Access tab, which uses the same picker as the wizard’s Account Access step).
  • Resend invitation — Re-send the registration email to a user whose invitation is still pending.
  • Deactivate user — Revoke access immediately without deleting the account. Use Reactivate user to restore it.
  • Delete user — Permanently remove the user. This cannot be undone.
A user with a pending invitation shows a Pending Invitation status until they complete registration, after which they appear as Active.