Invite your team and assign permissions

Members work with the permissions of their roles. You can also allow or deny individual permissions.

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  1. In the Company menu, open Team & permissions.
  2. Under Members choose Add member: search a user, assign a role and choose Add. If you only know the email address, send an invitation.
  3. Under Invitations use Invite member to invite by email: address, role, company and an optional message. You can revoke open invitations.
  4. Change a member's roles with Edit roles.
  5. Use Individual permissions to explicitly allow or deny single permissions that differ from the role.
  6. Under Roles you see all roles. System roles are read-only, create your own with New role.

Role changes take effect immediately. Remove a member with Remove member in the row. The menu item is only visible to company founders and admins.

Open in dashboardThis requires signing in. The dashboard opens the matching page.

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