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Adding Users

Invite new team members and assign roles.

How to do it

  1. Click your company name in the top right and select User management.
  2. Click the orange plus button in the bottom right.
  3. Enter the email address and select a role. → User roles and permissions
  4. Click ADD.

The new user receives an invitation email and appears in your list as Pending until they sign in.

What your colleague does next

Without SSO: they click Login in the email, enter their email address, and set a password.

With SSO: they are signed in automatically through your company access. No password needed.

If the user stays pending

Signing in only works with the address the invitation was sent to. → New user stays pending

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