Users and staff

A User is anyone who signs in to Inspow within your Organization: your team (administrators, staff) and also your paying clients (guardians or account holders), who sign in to see their invoices, subscriptions and beneficiaries. What each one can do depends on their roles. They are in the Users menu.

A User is not the same as a Beneficiary

The Beneficiary (member, student, patient or club member, depending on your sector) is the person who receives the service and usually doesn’t sign in. Their guardian or account holder is a User. See Dependent beneficiaries.

The list shows the Role, the Status (Active, Unverified…) and the Last login. By default you see the active users.

Add users

Click Create User. The Add user dialog has two tabs:

Create manually

A four-step wizard:

1. Account: email (unique in your Organization; it’s the username for signing in) and password (Generate button to create a secure one).
2. Profile: first name, last name, mobile number, document type and number (CC, CE, Passport, TI or NIT), address and photo.
3. Role: the roles they will have.
4. Review: confirm the details and create the user.

The password must be between 6 and 50 characters, with an uppercase letter, a lowercase letter and a number or symbol.

Invite in bulk

Type or paste several emails (up to 200), choose when the invitation expires (3, 7 or 14 days, or never) and the role for all of them. Each person receives a link to create their password and complete their profile: you don’t have to handle passwords.

Invitations that haven’t been accepted yet appear in Pending invitations, where you can Resend, Cancel invitation or Export emails.

Note

Your plan may limit how many users you can have. If you reach the limit, Inspow will let you know when you create or invite.

Edit, activate or deactivate

Open a user to edit their Personal data, Account & security and Roles & permissions. In their panel you can also see whether they verified their email, whether they use two-factor authentication and their effective permissions.

Status	Meaning
Active	Can sign in and work.
Inactive	Access suspended without deleting the account.

When you select several users you can change their role, activate or deactivate them, Force logout or Send password reset.

Tip

Deactivating is better than deleting: you keep their history and can reactivate them later. Delete removes the account permanently.

Bulk upload

Import loads users from CSV, Excel or JSON (up to 500 per file, 5 MB, with a downloadable template; see Import members). Repeated emails are discarded. Export downloads the list.