Multiple user on one tenant

[igeeksng]

Hello, pls pardon my ignorance. I am trying to setup this service for my church so that it can help them easy there accounting process. Although, I hit a road block. Setup and everything is successful but when I invite a new user, the user gets to setup their account but it then navigate them to setup another organization. How do I turn that off. All I want is to setup one organization and have multiple users logging into that same organization with different permissions. I am stuck on that pls or did I set it up wrong. Thank you

[tusada]

You're supposed to invite them

1. Go to https://[your_url_here]/preferences/users after signing in
2. Click the third button from the right which says "Invite user"
3. Add their email and role
4. They will receive an invite link through the email

PS. This feature won't work without configuring the email
set it through the .env file (https://docs.bigcapital.app/deployment/env_vars#mail)

PPS. While it's not ideal for deployment, a one-off solution would be to use a fake smtp server e.g ethereal.email
In the case of ethereal.email, the container will send the email to the server. But, the user won't received it on their email since it's a fake SMTP server. Then, log in using the same credential on the website, and retrieve the invitation link that was supposed to be received by the user.

[igeeksng]

Thank you so much. I can confirm that I did try that, but it wasn't working. However, I just tried it again without making any changes, and it worked perfectly. I see what my mistake was – I hadn't logged out of my current session, which was preventing the new user's account initialization.

Thank you once again.