Invite your team and assign permissions
Members work with the permissions of their roles. You can also allow or deny individual permissions.
- In the Company menu, open Team & permissions.
- Under Members choose Add member: search a user, assign a role and choose Add. If you only know the email address, send an invitation.
- Under Invitations use Invite member to invite by email: address, role, company and an optional message. You can revoke open invitations.
- Change a member's roles with Edit roles.
- Use Individual permissions to explicitly allow or deny single permissions that differ from the role.
- 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.