Inviting a New User

Updated July 2026 · User Management

Overview

Inviting a user sends them an email invitation to join your company account. Once they accept, they set up their own login and get exactly the access you assigned. You never share your own password.

Before You Start

You must be an Admin or the Admin Owner.
You must be below your plan's staff limit. If Add New User is greyed out, you have reached the limit and need to upgrade user seats from Plan & Billing.

How to Invite a User

Click the Settings (gear) icon in the header, then open User Management.
Click Add New User.
Fill in the new user's details: First Name (required), Last Name (required), Email Address (required - the invitation is sent here), Position (optional).
Under Permissions, choose what the user can access: for a trusted team lead, choose Admin; for everyone else, build a Custom permission set.
Check the box confirming you accept responsibility for this user's actions on your account - the invitation cannot be sent until this is checked.
Click Send Invitation, then confirm in the dialog by clicking Yes, Proceed.

What the Invited Person Sees

The invitee receives an email with an Accept Invitation link. When they click it, they are taken to a page that confirms which company invited them and the email they are joining with. After they accept, they set up their account and land in your company workspace with the access you assigned.

Tips & Notes

💡

Assign the most limited permissions that still let the person do their job. You can always add more access later, and it keeps your account safer in the meantime.

📝

If the invitation email does not arrive, ask the person to check their spam or promotions folder before you resend it.

Troubleshooting

The "Add New User" button is greyed out.

You have reached your plan's staff limit. Upgrade your plan from Plan & Billing, or remove a user who no longer needs access.

The invited person did not receive the email.

Confirm the email address was entered correctly, ask them to check spam, and resend the invitation from User Management.

The invitation link no longer works.

Invitation links expire 7 days after they are sent. If the link has expired, resend the invitation from User Management to generate a new one.