Inviting New Users
Step 1: Go to the Members tab in Settings.
Step 2: Click the Invite Members button in the top-right corner.
Step 3: Enter the email address and select a user role.
Invited Users
Once you've invited a user, they'll receive an email.
Please note: Invited users must follow the link in the email to join the organization.
Creating User Roles
When adding a new user, you'll need to select a user role.
Default User Roles:
- Admin: Access all records and accounts, invite new users, create roles, and manage billing details.
- Member: Access all records and accounts.
You can also create custom roles using the Manage Roles functionality.
Delete Users
Step 1: Go to the Members tab in Settings.
Step 2: Find the user you'd like to remove.
Step 3: Click the three dots on the right-hand side and select Delete Member.
Step 4: Confirm the deletion when prompted.