Manage Users

Invite a teammate

To add someone to the workspace:

1. open Settings > Users
2. enter their email address
3. choose their role
4. send the invite

Roles available today

• owner
• manager
• user

Good access habits

• only give owner access to true admins
• remove old users promptly
• review pending invitations regularly

When to update a role

Update a user's role when their operational responsibility changes, not only when their title changes.