Manage users and invitations

Add new team members, manage existing users, and track invitation status in Eloope.

View all users

1. Go to Admin Settings > User Management.
2. Browse the user list to see each person's details.

The page includes three tabs: All (total count), Active (active users), and Inactive (deactivated users).

The user table displays the following columns:

• Name: User's display name
• Email: Email address
• Role: Assigned role(s)
• Department: Department assignment
• Level: Hierarchy level badge
• Status: Active or Inactive badge
• MFA: Shield icon showing whether multi-factor authentication is enabled
• Created At: When the account was created

You can sort by any column, search by name or email, filter by date range, and toggle column visibility. Use the checkboxes for bulk operations including bulk delete and CSV export.

Invite a new user

1. Go to Admin Settings > User Management.
2. Click Invite User in the top-right corner.
3. Enter the person's email address.
4. Select a role (e.g., Employee, Manager/Approver, Finance Team).
5. Click Send Invitation.

The invitee receives an email with a link to create their account and join your organization.

Bulk invite users

To invite multiple people at once:

1. Go to Admin Settings > Users Management.
2. Click Invite.
3. Enter multiple email addresses, separated by commas or one per line.
4. Select the role to assign to all invitees.
5. Click Send Invitations.

Note: All users in a bulk invite receive the same role. To assign different roles, send separate invitations.

Deactivate a user

Deactivating a user removes their access to Eloope without deleting their data. Their expenses, reports, and approval history remain intact for audit purposes.

1. Go to Admin Settings > Users Management.
2. Find the user you want to deactivate.
3. Click the user's row to open their profile.
4. Click Deactivate.
5. Confirm the action when prompted.

Warning: Deactivated users cannot log in, submit expenses, or approve reports. Reactivate them at any time by clicking Activate on their profile.

Manage invitations

Track and manage all pending invitations from a dedicated page.

1. Go to Admin Settings > Invitations Management.
2. View the list of all invitations and their status.

Each invitation has one of these statuses:

Status	Meaning
Sent	The invitation email has been delivered and is awaiting action.
Accepted	The invitee has created their account and joined the organization.
Expired	The invitation link has expired and is no longer valid.

Resend or cancel an invitation

• Resend: Click the invitation row, then click Resend. A new email is sent with a fresh link.
• Cancel: Click the invitation row, then click Cancel. The invitation link is invalidated immediately.

Bulk delete invitations

To clean up old or expired invitations:

1. Go to Admin Settings > Invitations Management.
2. Select the checkboxes next to the invitations you want to remove.
3. Click Delete in the bulk actions bar.
4. Confirm the deletion.

Note: Deleting an invitation does not affect users who have already accepted. It only removes the invitation record.