1
Click + Invite
Open Settings, then People under USERS & ACCESS. The People tab lists everyone with a login, with their employee record, role and status. Click + Invite at the top right.
Want the full chapter? Solution Guide, chapter 1: Settings and setup (PDF) · All documentation
Invite a person
Do this to give a colleague a login to your workspace.
2
Type the Email
Type the email address of the person, for example colleague@company.com.
3
Choose a Role
Choose Member or Admin. The “i” icon next to Role explains the difference.
4
Leave or set a Password
Password is optional. The “i” icon explains what happens when you leave it empty.
5
Choose an Employee
Link the login to an employee record from the list, or leave None. The “i” icon explains why you would link one.
6
Click Send invite
Send invite creates the login. Close at the top of the panel leaves without saving.
See what a role allows
Do this to check which screens a business role reaches before you give it to someone.
1
Click the Roles tab
Click Roles next to People. The number on the tab is how many roles there are.
2
Find New role
The table lists each role with how many areas it opens and how many people hold it. + New role at the top right makes your own.
3
Click a role
Click a row, for example Sales User. The ready-made roles carry a Standard tag.
4
Read the Access list
A panel lists every area of the product. A ticked area is open to the role. For areas that hold records, Create, Edit and Delete show what the role may do there. The “i” icon explains the list.
5
Click Duplicate and edit
A standard role cannot be changed. Duplicate and edit makes a copy you can change.
