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Users: Invite and Manage Access

Overview​

The Users screen is where you invite teammates and manage access for a company. From here you can:

  • Search and sort users
  • Invite new users
  • Update user roles
  • Resend or remove pending invites
  • Delete users (with safeguards)

Access the Users screen​

Open Users from the Portal navigation. If no company is selected, Spotto prompts you to choose a company first.

If your account has no companies yet, you will see a welcome screen that guides you to invite your first user.

Users list​

The list view shows users for the selected company, including their roles and invite status.

What you can do:

  • Search by first name, last name, or email
  • Sort by name, roles, or status
  • Open details by clicking a row (requires permissions)

Permissions behavior​

  • Viewing the list requires Reader or Company Admin access.
  • Invite/Edit/Delete actions require Company Admin permission for the selected company.
  • Rows are not navigable without action permissions.

Status and invites​

  • Active: the user has accepted the invitation.
  • Pending: the user has not accepted the invitation yet.

Pending invites show:

  • Resend invite (with a 30‑second cooldown)
  • Remove invite (deletes the pending invitation)

Invite a user​

Click Invite to open the invite form. You will enter:

  • Email
  • Company
  • Role

After a successful invite, the user appears with a Pending status.

Invite flow​

Spotto's invite flow is email-based and automatically ties the invite to the company when the user completes authentication.

  1. You invite a user by email, selecting the company and role.
  2. Spotto sends an invite email with a secure link.
  3. The link validates the token, marks the invite as accepted, and redirects the user to the Portal.
  4. If the user is new, they land on Sign up with their email pre-filled. If they already have a Spotto account, they are routed to Log in.
  5. After sign-up or login, Spotto applies the invite and the user is added to the company automatically.

Notes:

  • Invites are tied to the email address used in the invite. The user must sign in with the same email to join the company.

Edit a user​

Open a user to update their role. For existing users:

  • Email and Company are read‑only
  • Role can be changed

Delete a user​

Deleting a user requires confirmation. There are safeguards:

  • Pending invites are removed, not deleted as active users

Troubleshooting​

I don’t see the Invite/Edit/Delete buttons​

Likely cause: You do not have Company Admin permissions for the selected company.
Fix: Ask a company admin to grant the appropriate role.

I can’t open user details​

Likely cause: You only have Reader access.
Fix: Request Company Admin access for that company.

The resend invite button is disabled​

Likely cause: Resend is rate‑limited for 30 seconds after each click.
Fix: Wait a few seconds, then try again.