3 min guideUpdated August 2026App review required

Invite users and choose roles

Give each team member the access needed for their part of the workflow.

Best forOwner / Admin
Before you beginUse a representative record and confirm you have the permissions required for this area.

Step by step

  1. Open Settings, then Users and Staff, and choose Invite app user.
  2. Enter the user's business Email address, Role and User type, then select Send Invitation.
  3. Ask the user to open the secure invitation link, create their password and activate access.
  4. Review the user's Primary role, Status, App access level and Module permissions.
  5. In a separate session, sign in as the invited test user, open one explicitly permitted client or job, attempt one explicitly denied module, and record both results.

Good practice

Start with the least access needed and expand it deliberately.

If your workspace behaves differently, record the relevant job, client or record number and raise a support ticket so the team can investigate the exact context.