Resources

Inviting a New User

Only admins can invite new users. Go to Settings, open Account Details, and select Manage Users. Click Invite User, enter their email address, and select their role. Once you send the invitation, the new user will receive an email with instructions to set up their account and create a password.

You can invite an unlimited number of users at no additional cost. Each user must have a unique email address.

User Roles

There are two roles available when inviting a user:

• Admin — Full access to all features, including settings, reports, and user management
• Member — Limited access. Members can create and manage quotes and orders but cannot access reports, settings, or manage other users

You can change a user's role at any time from the Manage Users page.

Managing Users

From the Manage Users page you can view all users on your account, change their roles, or remove them. Removing a user revokes their access immediately — their historical activity (quotes created, etc.) is preserved.

Tips

• Encourage all users to enable two-factor authentication for added security
• Only grant admin access to users who need to manage settings and reports
• Review your team list periodically and remove users who no longer need access