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.

Fill in the user details

At the top of the sheet, complete the 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.
• A timezone selector, pre-filled with your own timezone. It shows the placeholder Select timezone only when empty. Change it to the timezone the user normally works in so dates and times display correctly for them.

Name and email are required. If you leave either blank, Qoblex shows This field is required. If the email is not a valid address, it shows Please enter a valid email address. The timezone is optional and, once it holds a value, cannot be cleared back to blank; the selector has no option for that. It only starts blank (showing Select timezone) if your own timezone is not set, in which case leaving it as-is creates the user with UTC.

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 the verification expires or fails after you have already solved it, Qoblex clears it, shows Please complete the CAPTCHA verification, and disables Save again. Solve the box once more.

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.

Save and send the invitation

Click Save to create the user and send the invitation, or Cancel to close the sheet without saving anything. Clicking Save 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 closes the sheet and refreshes the Users list. The sheet closes in the same step as the invitation result, so Invitation sent successfully may only flash briefly rather than stay on screen; treat the list refresh as the real confirmation. The new user appears there as a pending member, with the note This user has not joined yet shown under their card, until they accept the invitation and join.

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