> ## Documentation Index
> Fetch the complete documentation index at: https://meganharrisonconsulting.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Create or Invite a User

> Add an app user from User Management and explain how the invited person finishes login setup.

New users are added from [User Management](/help/articles/user-management). In the current
workflow, an administrator creates the user record, chooses the user's access,
and sends an invitation email. The invited person accepts the invitation and
creates their own password.

The user's email address is their username. There is no separate username to
give them.

## Steps

1. Open [User Management](/help/articles/user-management).
2. Stay on the **App Users** tab.
3. Select **Add App User**.
4. Enter the user's first name, last name, email address, and title.
5. Choose whether the user should have **All projects** access or **Specific projects** access.
6. Choose the correct **Permission template**.
7. If you selected **Specific projects**, choose the projects the user should access.
8. Select **Send Invite**.

Use **All projects** for employees who should see every current and future
project. Use **Specific projects** only when the person should be limited to
selected projects.

Project-only subcontractors, owner contacts, and other external project users
are normally added from the project directory inside the specific project. The
**Project Access** tab in User Management is a read-only view of people who
already have project-level access.

## What the Invited User Does

1. They receive an email from Alleato.
2. They select **Accept invitation**.
3. They land on **Create your password**.
4. They create a password for their account.
5. They log in with their email address and the password they created.

If the person later lands on the login page, they should use the same email
address that received the invite. That email address is their username.

## Check Before Sending

* Use the company email address that should own the account.
* Confirm whether the person needs **Admin**, **Project Manager**,
  **Superintendent**, or another permission template.
* Confirm whether the person should have **All projects** access or only
  selected project access.
* For subcontractors and owner contacts, confirm whether they should be added
  through the project directory instead of App Users.

## If Something Looks Wrong

If the invitation fails or the person does not receive it, use feedback or ask
[Ask Alleato](/help/articles/ai-assistant-overview) to help identify whether the user already exists,
whether the email address is correct, or whether the invitation needs to be
resent.

If the person can open the login page but cannot sign in, confirm that they
accepted the invitation and created a password first. If they already created a
password, they should log in with their invited email address and that password.