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Roles, Permissions, & Users

Last Update 8 months ago

Creating Roles Inviting Users Setting up Permissions

Inviting Users

Tyler Garcia

Last Update 8 months ago

You can invite new team members and assign them roles.


Steps:
  1. Navigate to Users on the sidebar
  2. Click Add User
  3. Fill in the user's details:
    • Name: Full name.
    • Email: User's email address.
    • Role: Select the role you wish for them to be onboarded with
    • Phone: Optional.
  4. Click Add User / Invite.
  5. The user will receive an email to set up their password and log in.


      Note: You must have a higher hierarchy level than the user you are creating.

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