User management lets company admins control who has access to the company account and what they can do.
Inviting users
To invite a new user:
- Go to your team or users page
- Click “Invite User” or “Add User”
- Enter their email address
- Select their role (Admin or Employee)
- Send the invitation
The user will receive an email invitation. Once they accept and create their account, they’ll have access to your company.
Users must accept the invitation before they can access your company. If they don’t have an account yet, they’ll need to create one.
Changing user roles
You can change a user’s role at any time:
- Promote to Admin — Gives them full access to company settings and user management
- Change to Employee — Removes admin privileges but keeps standard access
Be careful when promoting users to admin. Admins can manage users, change company settings, and have full access to all features.
Removing users
To remove a user from your company:
- Go to your team or users page
- Find the user you want to remove
- Click remove or delete
- Confirm the removal
Removing a user immediately revokes their access to your company. They won’t be able to log in or view any company information.
User access
Users can belong to multiple companies. When they log in, they’ll see all companies they have access to and can switch between them.
If a user belongs to a supplier company, they may also have access to customer companies that the supplier serves.
