3. How to Invite Users to Xenia

Last updated: October 19, 2026

  1. Navigate to Settings -> Users & Teams 
    User_Invite_1.png
  2. Click on the "+ Add User" button
    User_Invite_2.png
  3. Invite your User by Email, Phone Number or WhatsApp
    User_Invite_3.png
  4. Provide Full Name, Email/Phone Number, User Type (Role), and Location Membership
  5. You can also invite multiple Users in one go by selecting the "+ Add another user" button
  6. Once finished, click the "Send Invite" button
  7. Refresh your screen (Ctrl + R, CMD + R) and you will see the newly invited User(s) on your Users & Teams dashboard.

Set Optional Password for User

  1. You can also set an Optional Password for the User which automatically activates the User and emails them their Username + Password credentials
    User_Invite_4.png
  2. (Shown below) Email received by invited User with an "Accept Invite" button that will direct User to the Web/Mobile App. If User is invited with a default password already set, this password will be displayed in the body of the email.

User_Invite_5.png

Learn More About Roles

  1. To learn more about what Permissions are available to each User Type/Role by Feature, please navigate to the "Roles" tab, and click into any Role.
    User_Invite_6.png
  2. 'Full User' Permissions Details Example:
  3. Note: If you have the "Custom Roles" Add-On enabled, you can customize the permissions for existing Roles + Create your own NEW Roles.