User Management and Roles
Invite users, assign admin or user roles, and manage platform access.
Required permissions: Admin role. Only administrators can invite and manage users.
Access to your organization is invitation-based, there is no open self-registration for staff accounts.
Before you begin
- The new user's email address
- Their role: admin or user
Step-by-step instructions
- 1
Open Settings
The Users section lists every account with its role.
- 2
Invite a user
Use the invite option, enter the email, and choose the role. The user receives an invitation email to set up their account.
- 3
Role guidance
Give admin only to people who manage users and configuration. Everyone else gets the user role.
- 4
Review access periodically
Invitations and role assignments are recorded in the audit trail (user_invited).
Expected result
The new user can activate their account and sign in.
What happens next
For customer contacts, ensure their email matches the contact email on their customer record so the portal links automatically.
Fields explained
- Admin
- Manages users, settings, roles, and tenant configuration.
- User
- Works with business records within your organization's scope.
Important
- Never share accounts. Every action in the audit trail is attributed to the signed-in account.
Troubleshooting
Invited user never received the email
Check the address for typos, then re-invite. Ask the user to check spam folders before requesting a new invitation.
Related questions
Related guides
Related module
Configuration and Settings module pageWas this guide helpful?
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