Moss
Moss App Guide
Users And Invites
Admins use the Users page to invite users, track invites, and manage active user access.
Invite a user
- 1Open Users.
- 2Start a new invite.
- 3Enter the user's email address.
- 4Choose teller or supervisor.
- 5Assign a branch.
- 6Send the invite.
Invite acceptance
Invited users receive an email link and set their own password from that link. Invite acceptance does not send a verification code.
Choose a role
| Role | Current invite behavior |
|---|---|
| Teller | Supported by the invite form and requires a branch. |
| Supervisor | Supported by the invite form and requires a branch. |
| Admin | Can be assigned to an active user after the user exists. |
| Pending | Not assignable as an active user role. |
Assign a branch
- Teller invites require a branch.
- Supervisor invites require a branch.
- Branch assignment applies to supervisor and teller roles.
Track invite history
| Status | Action |
|---|---|
| Pending | Can be resent or revoked. |
| Accepted | Not actionable. |
| Revoked | Not actionable. |
| Expired | Not actionable. |
Resend an invite
- 1Open Users.
- 2Open Invite history.
- 3Find the pending invite.
- 4Select resend.
Revoke an invite
- 1Open Users.
- 2Open Invite history.
- 3Find the pending invite.
- 4Select revoke.
Manage active users
- Only admins manage users.
- Active users are listed separately from invite history.
- Active users can be changed between admin, supervisor, and teller.
- Admins cannot demote themselves.
- Invites for active users are rejected.
- A new invite for an email with an existing pending invite replaces the older pending invite.