03. Create and Invite a User

Adding a team member in Qoblex is a single action: you fill in their details, choose their permissions, and Qoblex creates the user and emails them an invitation to join your organization.

This article walks you through opening the Create User sheet, completing the required fields and CAPTCHA, setting permissions, and saving. After reading it you will be able to create a user, understand what Qoblex does automatically when you save, confirm the invitation was sent, and recover when sending fails.

Open the Create User sheet

Go to Users in the main navigation. In the page header, click the Create User button (the icon with a person and a plus). Qoblex opens a side sheet titled Create User containing the profile fields, a CAPTCHA verification, and the permissions matrix.

The Create User button only appears if you have permission to view Users. To invite an external partner instead of a team member, use the Invite Partner action in the same header — see Users and permissions overview.

Fill in the user details

At the top of the sheet, complete the three profile fields:

• User Name — the team member’s name.
• User Email — the address they will use to sign in. The invitation is sent here, so check it carefully.
• Select Timezone — defaults to your own timezone. Change it to the timezone the user normally works in so dates and times display correctly for them.

All three fields are required. If you leave one blank, Qoblex shows This field is required. If the email is not a valid address, it shows Please enter a valid email address.

You can change a user’s name or timezone later, but not their email. To use a different email you create a new user with the correct address and remove the old one — see Update a user.

Complete the CAPTCHA verification

Below the profile fields is a CAPTCHA verification box. Complete it to confirm you are not a bot. The Save button stays disabled until the CAPTCHA is solved.

If you try to proceed without it, Qoblex shows Please complete the CAPTCHA verification.

Set permissions

Use the permissions matrix in the lower part of the sheet to choose what the new user can access. You can:

• Tick individual action checkboxes for a resource.
• Use Expand all or Collapse all to review every resource group.
• Use Select all permissions to grant full access at once.

For how the matrix is organized and what each permission controls, see Permissions matrix.

Only use Select all permissions for users who genuinely need broad administrative access. The user receives exactly the permissions selected here once they accept the invitation.

Save and send the invitation

Click Save. Qoblex performs two steps in order:

1. Creates the user record with the name, email, timezone, and selected permissions.
2. Sends the invitation to the user’s email address.

Between the two steps the CAPTCHA resets, so you may be asked to complete the verification a second time before Qoblex can send the invitation. While the invitation is being sent, the sheet shows Working on getting an invitation out to your team member….

When it succeeds, Qoblex shows Invitation sent successfully, closes the sheet, and refreshes the Users list. The new user appears there as a pending member with the badge This user has not joined yet until they accept the invitation and join.

The user record is created in step 1 even if the invitation in step 2 fails. If sending the invitation fails, do not create the user again — the user already exists. Resend the invitation from the user’s update sheet instead (see below).

Saving with no permissions selected

If you click Save without ticking any permission, Qoblex first asks you to confirm with a dialog titled Confirm Creation:

This user will have no permissions in Qoblex. They won’t be able to see or do anything until they are assigned permissions.

Accept the dialog only when you intend to create the user now and assign access later. The user is created and invited, but they will not be able to see or do anything in Qoblex until you grant permissions on their update sheet.

Resending an invitation

You do not resend an invitation from the Create User sheet. A pending user (one who has not joined yet) is resent their invitation from the Update User sheet — open the user from the Users list and use Reinvite User there. See Update a user.

Troubleshooting