Invite users to your organisation
Add a team member, choose their user level, and manage them once they've joined.
Before you start
You need the Invite, edit and remove users permission. Administrators have it.
Go to Settings → Users.
Click Invite User. Enter their first name, last name and email address. Choose their User level. See Roles and permissions.
Send the invite. They get an email asking them to set up their account and choose a password.
Until they do, they show as Pending. If the email has gone missing, open Manage user and click Resend invite.
Good to know: while an invite is pending, you can change the email address. A new invite goes to the new address.
Reached your user limit?
If you see Your plan only allows … users, you've reached your plan's limit. Pending invites count too. Remove an unused invite, or contact us to add more users.
Manage a user
Click Manage user next to a person to:
- change their name, phone number, designation or User level,
- send a Reset password email,
- switch them to inactive to block sign-in for now (switch back on to restore access),
- Remove user to take them off your team.
People update their own photo and details from My Profile.