How to Invite and Add New Users

Last updated: June 2, 2026

Who this is for: Solidroad admins adding new team members to the workspace.


Getting Started

Log in to your Solidroad admin account and click the Settings icon in the lower-left corner. Then click the Users tab to access user management.

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Sending Invitations:

  1. On the Users page, click the Invite button in the upper-right corner

  2. In the pop-up, enter the email address of the person you want to invite

  3. Select their role from the dropdown — refer to the role table below if you're unsure which to assign!

    • Admin — Can view and manage all workspace features.

    • Admin (read only) - Can view all workspace features, but not create or manage.

    • Group Lead — Can view reporting and create assignments for their assigned groups.

    • Learner — Can take assigned simulations and assignments; can view performance and certificates.

    • Trainer — Can manage and create training content and reviews assignments.

    • QA — Can manage quality evaluations and scorecards.

  4. Click Send Invitation

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You'll see a confirmation that the invitation has been successfully sent.

Important: New users must click Accept Invitation in the email they receive to gain access to Solidroad. If they try to access the workspace by visiting solidroad.com and clicking Sign In, they will be blocked.

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Track Pending Invitations:

To check whether a user has accepted their invitation, go to the Users page and click the Invitations tab.

The invitations page shows:

  • Email — The invited user's email address

  • Role — The role assigned at the time of invitation

  • Invited — Time elapsed since the invitation was sent

  • Status — Pending or Accepted

  • Actions — Click the ellipsis icon (…) to revoke the invitation

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View Active Users:

Once a user accepts their invitation they'll appear in the Users tab as an active member. The active users table shows:

  • User Name

  • User Email

  • User Role (this is where you are able to change/update the role of a user)

  • User Group

  • Date that the user accepted the invite

  • Option to revoke the invite (click the ellipsis icon)

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What's Next?

Now that your users have been invited to your workspace, you can add them to groups and manage their roles.

How to manage users

How to create groups, teams, and learner roles

Need help? Click the Get Help tab in the left panel to access live chat and additional guides.