Users & Roles
Users
Users are the people on your team who log in to manage your organization. Each user has one or more roles that determine what they can see and do.
Add a user
You add users by inviting them — there's no "create user" form. From User Management, use Invite User to send an invitation.
- Go to User Management and click Invite User.
- Enter their email and the role they should have (see Roles).
- Send. They receive an email to set their own password and join.
Multiple organizations
A single person can belong to several organizations, with a different role in each. They switch between organizations using the org switcher, and their permissions follow the organization they're currently in.
Deactivating access
Deactivate a user to revoke their access while keeping their record (you can Activate them again later), or delete them to remove them entirely. Their past activity remains in the Activity Log.
Related
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