Access Codes

Learn how administrators create and manage access codes for user invitations.

Overview

Access codes provide an alternative way to invite users to Compass. Instead of sending email invitations, administrators can generate access codes that users can enter to create their accounts.

What Are Access Codes?

Access codes are:

• Unique identifiers — Generated codes for account creation
• Invitation method — Alternative to email invitations
• Role-specific — Configured with specific roles, type, and settings

Creating Access Codes

Access codes are created as part of the user invitation flow:

Step 1: Start User Invitation

1. Go to Users & Roles → Users
2. Click Invite User(s) button
3. Select Invite via Access Code

Step 2: Configure Access Code

An access code section appears. Configure the code along with the standard invitation fields:

Field	Description	Required
Roles	Roles to assign to users who use this code	Yes
Type	Internal or External	Yes
Entity	Associated entity (if internal)	If Internal
Access Expiration Date	When user access expires	Optional
Team Lead	Assign team lead	Optional
Team	Team assignment	Optional
Security Settings	Password Only or 2FA Required (SSO is not available for access codes)	Yes
Project Access	Specific project access	Optional

Step 3: Generate Access Code

1. Review all settings
2. Click Save & Get Access Code
3. Access code is created and displayed
4. Copy the code — Share with users who need access

Managing Access Codes

Viewing Access Codes

1. Go to Users & Roles → Access Codes tab
2. See list of all access codes with details such as code value, title, created date, expiration date, and assigned roles

Using Access Codes

For Administrators

1. Generate access code via the Invite User(s) flow
2. Share code securely with intended users
3. Monitor code usage in the Access Codes tab

For Users

1. Receive access code from administrator
2. Go to Compass sign-in page
3. Click Sign-up using Access Code
4. Enter access code
5. Complete account setup

Learn more about using access codes

Related

• Managing Users — User management guide
• Roles & Permissions — Role configuration
• Access Codes User Guide — Using access codes to sign up