Who: Admins add anyone. Staff add clients.
Where: Settings → Users
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.
Troubleshooting
The invitation did not arrive
The invitation did not arrive
The app says the backup sender was used
The app says the backup sender was used
The invitation went out. Fix the error shown so the next one comes from your help desk. See Outbound email.
Related
Invitations
Resend invitations and set when they expire.
Roles and permissions
See what each role can do.