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3. Inviting a staff member

Who can do it: Platform Super Administrator and Client System Administrator. A CSA can invite only into its own tenant.

Before you start

  • Get the person's full name and their official work email. Do not use personal email addresses.
  • Decide the role. Check section 2 above.
  • Decide the access scope. Ask: which programme, state, SAPZ or institution should this person see?
  • Make sure the organisation exists in DFFMS. If not, add it first under Institutions or Stakeholders.

Steps

  1. Sign in and open Users from the left menu.
  2. Click Invite administrator or staff.
  3. In Full name, type the person's full name. Example: Hadiza Lawal.
  4. In Official work email, type the work email. Example: hadiza.lawal@demo.dffms.org.
  5. In Tenant, choose the client's tenant. A CSA sees only its own tenant.
  6. In Organisation, choose the organisation the person works for.
  7. In Assigned role, choose the role. Example: State Coordinator Admin.
  8. In Access scope, choose the scope type and the matching value:
    • Programme: the programme the person may see.
    • State: the state the person may see. Required for State Coordinator Admin. Example: Kaduna.
    • SAPZ: one SAPZ zone.
    • Institution: one institution. Required for Institution Admin.
    • Leave a dimension empty if the person should be unrestricted in that dimension.
  9. Check every field once more.
  10. Click Send secure invitation.

What happens next

  • The invitation appears under Recent invitations.
  • The invitee receives a single-use invitation link by email. The link lasts 72 hours.
  • You can copy the invitation ID from the same table, or revoke the invitation (section 6).

Common problems

  • "The PSA role can never be invited." This is correct. Only one PSA role exists, and it is not given to new staff.
  • A State Coordinator Admin with no state scope is refused. Pick a state.
  • An Institution Admin with no institution scope is refused. Pick an institution.
  • The invitation link has expired. Revoke the old invitation and send a new one.
  • The person used a personal email. Revoke the invitation and send a new one to the work email.