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Users are people who can access your company account. Each user belongs to one or more companies and has a role that determines what they can do.

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User roles

Users can have two roles within a company:
Users can belong to multiple companies with different roles in each. For example, someone might be an admin in one company and an employee in another.

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Adding users

To add a user to your company:
  1. Invite them by email
  2. They receive an invitation email
  3. They accept the invitation and create their account
  4. They’re added to your company with the role you specified
Only company admins can invite new users. Make sure you have admin access before trying to send invitations.

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Managing users

Company admins can:
  • Invite new users
  • Change user roles
  • Remove users from the company
  • View all company members
Removing a user from your company revokes their access immediately. They won’t be able to view or manage anything for your company.