> ## Documentation Index
> Fetch the complete documentation index at: https://docs.gocenti.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Manage Fund Portal Users and Invitations

> View all Fund Portal users in your organisation and invite new team members with the appropriate role from the Users section.

The **Users** section lists everyone who has access to the Fund Portal in your firm. You can see each person's name, email address, role, and the date they joined. From here you can also invite new team members.

<Note>
  The Users section is visible to users with the **Firm Admin** or **Organisation Admin** roles. If you do not see Users in the sidebar, your current role does not include access to this section. See [Roles and Access](/fund-portal/roles-and-access) for details.
</Note>

## The Users table

The table shows one row per Fund Portal user. Columns include:

| Column                  | Description                                                                       |
| ----------------------- | --------------------------------------------------------------------------------- |
| **Name**                | The user's full name.                                                             |
| **Email**               | The user's email address.                                                         |
| **Role**                | The role assigned within the Fund Portal (see below).                             |
| **Organisation access** | The organisations the user can access.                                            |
| **Joined**              | The date the user was first added to the portal.                                  |
| **Last login**          | The date the user most recently signed in. Empty if the user has never logged in. |

### User roles

<AccordionGroup>
  <Accordion title="Advisor">
    Same access as Investment Professional but used to mark as external and also allows these users, typically lawyers, to have access to multiple firms.
  </Accordion>

  <Accordion title="Investment Professional">
    Full access except being able to invite new users
  </Accordion>

  <Accordion title="Finance">
    Focused on financial data, transactions, and reporting.
  </Accordion>

  <Accordion title="Organisation Administrator">
    Full access to a single organisation's settings and data. Can invite users and manage access within their organisation.
  </Accordion>

  <Accordion title="Firm Administrator">
    Full administrative access across all organisations in the firm. Can change roles, manage access, and remove users.
  </Accordion>
</AccordionGroup>

For a complete breakdown of what each role can see and do, see [Roles and Access](/fund-portal/roles-and-access).

## Inviting a new user

<Steps>
  <Step title="Open the Invite dialog">
    Click the **Invite** button in the top-right of the Users section to open the invitation form.
  </Step>

  <Step title="Enter the email address">
    Type the new user's email address into the **Email** field. As you type, Centi searches for existing users in your firm who match the address. If a match is found, select them from the list to add them to an additional organisation or change their role. If no match is found, select **Invite new user** to create a new account.
  </Step>

  <Step title="Fill in the name (new users only)">
    If you are inviting a brand-new user — one who does not already have an account — enter their **First name** and **Last name**.
  </Step>

  <Step title="Select a role">
    Choose the role that matches this person's responsibilities. The available roles depend on your own permission level — Organisation Administrators cannot assign the Firm Administrator role.
  </Step>

  <Step title="Select organisation access">
    Choose which organisations the user can access. If you assign the **Firm Administrator** role, access to all organisations is granted automatically.
  </Step>

  <Step title="Send the invitation">
    Click **Invite User**. The new user receives an email invitation and appears immediately in the Users table. They complete their account setup the first time they sign in.
  </Step>
</Steps>

## Changing a user's role or organisation access

Right-click any user row (or click the context menu **⋯** icon) to see the available actions:

* **Role** — select a new role from the radio list. Some transitions (such as promoting a user to Firm Administrator) show a confirmation dialog because they affect access across multiple organisations or firms.
* **Access** — tick or untick individual organisations to adjust which data the user can see.
* **Reset MFA** — removes the user's multi-factor authentication enrollment so they can set it up again on next login.
* **Reinvite user** — resends the invitation email to a user who has been invited but has not yet signed in. This action only appears for pending users (those with an empty **Last login**); once a user has logged in for the first time it is no longer available.
* **Remove user…** — removes the user from the firm or organisation after confirmation.

Changes to organisation access take effect immediately; role changes may take a few seconds to propagate.aps