TALON Help Center

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Inviting New Users

4 min read

Learn the complete process for inviting new support team members to the TALON Support Dashboard, including access configuration, security considerations, and post-invitation best practices.

The user invitation process allows you to onboard new support team members with appropriate access controls and security measures.

Security & Access Control

As a Tier 1 support user, you can only invite and manage Tier 0 users (Member Support). The system enforces strict security controls - you cannot assign access levels higher than your own tier. This hierarchical security model ensures appropriate access management throughout the organization.

Prerequisites

Before inviting a new user, ensure you have gathered all necessary information and approvals:

Required Information Checklist

Name Information: First name and last name
Business Email: Valid company email address for system communications
Role Definition: Clear understanding of their support responsibilities
Access Scope: Which employer groups they need access to (if any restrictions apply)
Manager Approval: Appropriate authorization for the new team member
Training Plan: Identified onboarding and training requirements

Step-by-Step Invitation Process

User Invitation Process

Navigate to Manage Users

Access the user management interface from the main dashboard navigation. From the main dashboard, click on "Manage Users" in the top navigation menu. This will display the current list of system users and management options.

Click

Locate and click the invitation button to open the user creation form. At the top of the Manage Users page, click the "+Invite User" button. This will open the user invitation form where you'll enter the new user's information.

Complete User Profile Information

Fill in all required fields with accurate information for the new user: First Name, Last Name, and Email Address. Use the individual's business email address for all system communications.

Select Appropriate Tier Level

Choose the correct access tier for the new user's role and responsibilities. As a Tier 1 user, you can only assign Tier 0 permissions. Higher tiers must be assigned by users with appropriate access levels.

Submit Invitation

Review all information and send the invitation to the new user. After completing all required fields and selecting the appropriate tier, click "Send Invitation". The system will automatically send an email to the new user with login instructions and a secure link to set up their password.

Understanding the Tier System

The TALON Support Dashboard uses a hierarchical tier system to control access and functionality:

Employer Group Access Restrictions

After creating a new user, you can further control their access by restricting them to specific employer groups:

Granular Access Control

Restricting users to specific employer groups ensures they only see data relevant to their responsibilities. This is particularly useful for dedicated support teams or when working with external stakeholders who should only access their own client data.

How to Configure Group Access

Select the User: From the Manage Users page, click on the user's name in the list
Access Configuration: Locate the "Employer Group Access" section
Assign Groups: Click on one or more employer groups to assign access
Apply Principle of Least Privilege: Only grant access to groups necessary for their role
Save Changes: Confirm the access restrictions are properly applied

Best Practice: Timing of Access Configuration

Configure employer group restrictions after the user completes their initial login and password setup. This ensures they can successfully access the system before any restrictions are applied.

Post-Invitation Process

Your responsibilities continue after sending the invitation. Follow these steps to ensure successful user onboarding:

Post-Invitation Checklist

Confirmation Follow-up

Contact the new user within 24 hours to confirm they received the invitation email.

First Login Support

Be available to assist with initial password setup and any login difficulties.

Access Configuration

Set up employer group restrictions after successful first login.

Training Coordination

Arrange appropriate onboarding training and orientation sessions.

Performance Monitoring

Track initial activity and provide support during the first week of system use.

Common Issues & Troubleshooting

Invitation Email Not Received

Check spam/junk folders
Verify email address spelling
Confirm corporate email security settings allow external emails
Resend invitation if necessary

Cannot Assign Higher Tier Level

Remember: You can only assign tiers lower than your own
Contact a Tier 2 or Tier 3 administrator for higher-level access
Document the request for proper approval workflow

User Cannot Access Specific Functions

Verify employer group restrictions are properly configured
Confirm tier level matches job requirements
Check if additional permissions are needed

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