Invite your team and understand roles

Create and maintain company users with the access they need for their work.

Step by step

1. 1

   As a company owner or admin, open Company Users and check the user limit before adding a user.

2. 2

   Enter Name and Email, choose the appropriate Role, and set and confirm a temporary password. Save after reviewing the details.

3. 3

   Use Sales for operational sales work; use Accounts for invoices, receipts, payments, and reporting. Admin provides broader company management access.

4. 4

   Use the available edit action to update name, email, role, or Active/Inactive status for an eligible user.

5. 5

   To change a password from the edit form, enter and confirm a new password of at least 8 characters. Leave it blank to retain the current password.

6. 6

   Review confirmation messages before deactivating or removing a user: the affected active sessions may be revoked.

See it in the workspace

Actual portal screens. Private values are hidden where needed. Open an image to see it at full size.

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