Invite User — Help & User Guide

Page: Users/InviteUser.aspx

Overview

• Purpose: invite an existing or new user to a selected business, app and subscription and assign an application role.
• Files: Users/InviteUser.aspx (markup) and InviteUser.aspx.cs (code-behind).

Quick start (end user)

1. Pick an existing user from DropDownListUsersList or select the option that shows the Add new user panel.
2. If adding a new user, fill:

• TextBoxNewUserFirstName
• TextBoxNewUserLastName
• TextBoxNewUserEmail

1. Select Business from DropDownListUserEntities.
2. Select App from DropDownListBusinessApps (AutoPostBack loads subscriptions).
3. Select Subscription from DropDownListSubscription.
4. Choose role from DropDownListAppRoles.
5. Click ButtonInviteUser (Send invitation). Use LinkButtonApplyFilter0 to clear the form.

Primary page areas and what they do

Header: success / error messages

• ErrorPanel + LabelErrorMessage — displays errors; close with the X which calls clearError().
• GreenPanel — success indicator (“user invited”); closable via LinkButtonClosePanel.

User selection

• DropDownListUsersList — list of existing users.

AutoPostBack triggers DropDownListUsersList_SelectedIndexChanged to toggle the new-user panel.

• divAddNewUser — hidden by default; shows new user fields when inviting a new user:
• TextBoxNewUserFirstName
• TextBoxNewUserLastName
• TextBoxNewUserEmail

Business / App / Subscription selectors

• DropDownListUserEntities — populated via SqlDataSourceOwnerEntities

(session parameter KNEWTEUSERID); events: DropDownListUserEntities_DataBound, DropDownListUserEntities_SelectedIndexChanged.

• DropDownListBusinessApps — populated after business selected; has SelectedIndexChanged to load subscriptions.
• DropDownListSubscription — populated after app selected; AutoPostBack triggers DropDownListSubscription_SelectedIndexChanged.

Package details area

• packagedetails shows license counts (LabelNoOfUsersInUse) and hidden subscription id (LabelSubId) once subscription selected.

Roles

• DropDownListAppRoles — pick an app role.
• Link to role management: ../Businesses/AppRoles

Actions

• ButtonInviteUser — server handler ButtonInviteUser_Click sends the invite.
• LinkButtonApplyFilter0 — clears the form (LinkButtonApplyFilter0_Click).

User workflows (step-by-step)

1) Invite an existing user

1. Select the user in DropDownListUsersList.
2. Select Business → App → Subscription.
3. Pick a role from DropDownListAppRoles.
4. Click ButtonInviteUser.

2) Invite a new user

1. In DropDownListUsersList, choose the option that shows the “Add new user” panel.
2. Fill First Name, Last Name, Email.
3. Continue with Business → App → Subscription → Role, then click ButtonInviteUser.

What to expect on success / errors

• On success: GreenPanel displays a confirmation message; LinkButtonClosePanel closes it.
• On errors: ErrorPanel shows a clear message; use the X to close.

Security & validation (must-read)

Server-side validation in ButtonInviteUser_Click should confirm:

• required fields (name, email, business, app, subscription, role)
• valid email format and uniqueness checks where required
• selected business/app/subscription belongs to the current owner and the current user is authorized
• no duplicate active invitation exists for the same email + subscription
• license limits are not exceeded (check seats vs LabelNoOfUsersInUse and server-side limits)

Security notes:

• do not store or send plaintext passwords
• use secure invitation links and templates
• ensure HTTPS
• parameterize database queries (no raw SQL concatenation)

Troubleshooting checklist

Dropdowns not populating

• Check AutoPostBack and server handlers are firing
• Ensure session parameter KNEWTEUSERID exists for SqlDataSourceOwnerEntities

New-user panel not showing

• Confirm DropDownListUsersList_SelectedIndexChanged toggles divAddNewUser

Invite button does nothing

• Check server exceptions/logs
• Ensure ButtonInviteUser_Click is wired and not blocked by validation

Duplicate invitations / email send errors

• Verify invite logic checks existing users and existing pending invites
• Confirm SMTP configuration and templates

Accessibility & keyboard guidance (recommended)

• Move focus to the first error when submission fails
• Mark required fields visually and with ARIA (e.g., aria-required="true")
• Add aria-live="polite" to ErrorPanel and GreenPanel
• Ensure all dropdowns and buttons are keyboard accessible

What to include when contacting support

• user email invited
• business/app/subscription selected
• role selected
• time of attempt
• screenshot of ErrorPanel (if shown)