How to Invite and Manage Users in the LS App

Overview

The User Management feature in the LS App allows you to invite other registered users to access your account and assign either full or selected permissions.

You can also review pending invitations, resend or cancel them, and manage users who have already accepted their invitations.

Before You Begin

The user you want to invite must:

• Already have a registered and active LS account.
• Have completed the required account verification.
• Have access to the invited email address to accept the invitation.

Important: Enter the same email address the user registered with in the LS App.

Invite a User

1. Open the LS App.
2. Go to Settings.
3. Select User Management.
4. Open the Pending Invites tab.
5. Tap the floating + button at the bottom of the screen.
6. Enter the user’s registered email address.
7. Choose the required permission level:
   • All Permissions: Gives the user access to all available account functions.
   • Choose Permissions: Select specific permissions from the available list.
8. Review the email address and selected permissions.
9. Tap Send Invite.

An invitation email will be sent to the user.

Accept the Invitation

The invited user must open the invitation email and accept the invitation to complete the process.

The user will not appear as an assigned user and will not be granted access until the invitation has been accepted.

Manage Pending Invitations

To manage invitations that have not yet been accepted:

1. Go to Settings → User Management.
2. Open the Pending Invites tab.
3. Select the required invitation.
4. Choose one of the available actions:
   • Resend Invitation: Resends the invitation email.
   • Cancel Invitation: Cancels the pending invitation and prevents it from being accepted.

Manage Assigned Users

After a user accepts the invitation, they will appear under the Users tab.

From this tab, you can review and manage all users currently assigned to your account, including those who were previously invited and have accepted.

When managing assigned users, regularly review their permissions and ensure that each user has only the access required for their responsibilities.

“User Already Associated with Client” Message

If the following message appears:

User already associated with client

It means that the user is already assigned to the same client account or already has an existing association with it.

In this case:

1. Open the Users tab and check whether the user is already listed.
2. Check the Pending Invites tab for an existing invitation.
3. If an invitation is still pending, you can resend or cancel it instead of creating another invitation.

Security Recommendations

• Grant All Permissions only to trusted users who require full account access.
• Use Choose Permissions whenever the user needs access to only specific functions.
• Review assigned users and their permissions regularly.
• Cancel pending invitations that are no longer required.
• Remove or update access when a user’s responsibilities change.