Easily manage who has access to your account by inviting new users and assigning them the right roles. Roles determine what each user can do, helping you maintain both efficiency and security.
🔐 Permissions required (see Roles & Permissions Overview for details)
- Who can Add a New User: Account Owners or users with Custom Roles that include this role permission
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If you don't have access:
- You won’t see the Settings > Users tab
- The user list will appear in view-only mode without editing options
- Contact your Account Owner or Administrator for access
💡 Tip: Make sure you’ve defined your roles first. You can set these up in Account Settings > Roles. Having roles ready will make it quicker to assign the right permissions when adding users.
For more guidance on roles, see the article on How to assign roles
How to Register a New User
- Click Your Name (top-right corner of the platform) and select Settings
- On the Settings page, click the Add (+) icon and select Add User
- Enter the new user’s email address
- Select their Role (access level)
- Click Submit
An invitation email will be sent to the user. Once accepted, they can create their profile and access the account.
Managing Invitations
- If the activation email is not received, go to the Users page, open the Actions dropdown, and select Resend Invite.
- Pending invites remain active until accepted or manually removed.
Ask the invited user to check their spam/junk folder if the email doesn’t arrive.
Best Practices
- Assign only the minimum role needed for each user
- Regularly review users to ensure access is still correct
- Remove old or unused accounts promptly