Inviting users, what roles can do, and how one person belongs to several organizations
There are two different ways someone gets into an organization, and they behave
differently. Knowing which one you’re using saves a lot of confusion about roles.
From Organizations → the row’s menu → Manage users.
Everyone invited this way becomes an Admin of that organization. There’s no role
picker in this modal.You can change their role afterwards from the member list in the same modal — but only
once they’ve signed in at least once.
Use this to hand a new client the keys to their own workspace.
Invite by email, and set each member's role from the list below
Inside their workspace: Settings → User Management → Invitations.Up to 20 email addresses at a time, separated by spaces, commas or semicolons.
Everyone invited this way becomes a Member — the read-only default role. There’s no
role picker here either; roles are assigned afterwards.
The pending list offers Resend and Revoke. Both fire immediately, with no
confirmation dialog.
The email is branded with your logo, your colour and your company name — the recipient sees
your brand, not Dialtu’s. It lands them on a page where they set a name and password, or
continue with Google.
Invitation links last 72 hours. After that the page shows an expired state and they’ll
need you to resend it.
Passwords need at least 10 characters, including an uppercase letter, a lowercase letter, a
number and a symbol. Two rejections are called out specifically: a password they’ve used
before, and one that’s turned up in a known breach.
If the person already has an account in your platform, no email is sent — they’re simply
added, and the new workspace appears in their switcher next time they sign in.
Read-only across most modules. The default for new invitees
Sales
Sales modules, with write access
Support
Support modules, with limited write access
You can build your own. Settings → User Management → Roles → Create Role gives you a
checklist of permissions grouped by area. System roles can be edited but not deleted, and
everyone must always hold at least one role.
WhatsApp is Admin-only out of the box. None of Member, Sales or Support carry the
WhatsApp permissions, so anyone who isn’t an Admin will not see the WhatsApp section at all.To give a non-admin access, create a custom role that includes the WhatsApp permissions.
One login covers every organization under your brand. Same email, same password, same
Google sign-in. Behind the scenes each workspace keeps its own record, but the user never
sees that.
They move between workspaces with the switcher at the top of the sidebar. It only becomes
clickable when they belong to more than one — with a single workspace it just shows the name.
The switcher is hidden when the sidebar is collapsed. If someone says they can’t find it,
that’s usually why — expand the sidebar.
There’s also a full-page picker at Select account, in the profile menu. That’s what people
land on after signing in when they belong to several workspaces, and it’s the page to use when
someone has just been invited and the new workspace hasn’t appeared yet — it refreshes itself
every few seconds while it waits.Two consequences worth knowing:
Roles are per organization. The same person can be an Admin in one and a Member in
another.
Removing them from one changes nothing elsewhere. Access is revoked only for that
workspace.
Someone who works with two different whitelabel partners has two separate accounts, even
with the same email address. Different platforms, different credentials — the switcher will
not show both.
A person who’s been invited but hasn’t signed in yet shows as Pending sign-in in the member
list, with no role.
You can’t set their role until they’ve signed in once. The interface will tell you:
“This member has not signed in yet; their role can be set once they accept the invite.”Invite first, assign the role after.
You can work inside any organization you created — you’re added to it automatically when you
create it.
Open it directly
Organizations → the row’s menu → Open workspace in new tab.
Or use the switcher
Every organization you belong to is in the workspace switcher, alongside your own.
This isn’t invisible. You appear in that organization’s member list like anyone else. If
a client asks who has access, they can see you there.
Some things stay off-limits even to you: you can’t grant Super Admin, you can’t edit or remove
someone whose access spans several workspaces, and nobody can change their own role.
The first admin’s invitation failed during creation, and the organization is stuck. Nobody
can sign in to it until it’s resolved.Fix it from the row’s menu → Retry admin invite.
They say the link has expired
Links last 72 hours. Resend from Manage users, or from Settings → User Management →
Invitations for a regular team invite.
They're not in the member list at all
Three possibilities: they were removed and haven’t signed in since (they reappear on their
next login), they haven’t signed in yet and you’re looking in the wrong place, or they hold
a Dialtu staff role that’s hidden from you.
Password reset leaves them on an error page
A known rough edge. If a reset started from an email link ends on an error, the password
itself has usually been changed successfully — go to your dashboard address directly and
sign in with the new password rather than following the link on that page.
