You can add and manage users within your organisation or any customer organisation directly from the Organisations tab.
Adding a New User
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Head to the Organisations tab
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Click into the organisation you want to manage
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Navigate to the Users tab
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Click Invite Member
You’ll be prompted to enter:
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First name
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Last name
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Email address
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User level (Admin or User)
Not sure which level to choose? Check out our User Roles article to learn what each role can and can’t do.
Once submitted, the invited user will receive an email to access their account.
Managing Existing Users
From the same Users tab within the organisation, you can:
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Change a user’s role (Admin/User)
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Deactivate a user if they no longer need access (you can reactivate them later)
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Delete a user entirely from the organisation
That’s it — simple user management for your team or customers.