Skip to main content
Who: Admins add anyone. Staff add clients.
Where: Settings → Users
1

Select Add someone

Staff see Add a client.
2

Enter their details

Enter their Email and choose a Role.
3

Choose how to add them

Email them an invitation now sends a link to set a password. With it off, select Add without emailing. They can then sign in with Forgot password?.
They appear in the list, under their client or your team.
Accounts at a domain listed on a client are assigned to that client. See Clients.

Troubleshooting

The invitation went out. Fix the error shown so the next one comes from your help desk. See Outbound email.

Invitations

Resend invitations and set when they expire.

Roles and permissions

See what each role can do.