Invite a user
Click the gear icon in the top-right corner to open the Admin Console.
Click Invite Member in the top-right corner.
Enter the following details:
Full name
Email address
Team — if your firm has multiple locations, select the appropriate one; otherwise, choose Users (the default).
User role — default roles are Organizational Admin, Team Director, Team Manager, and Team Member. Select a role to preview its permissions in the section below. For a full breakdown, see Managing User Permissions.
Click Invite.
The user receives an email invitation within a few minutes. Invitations expire after 7 days. To resend an expired invitation, go to the Invitations Pending tab in Members and Teams.
If you cannot invite users, your role may not include the necessary permissions. Contact your organization administrator or ask a colleague with admin access to send the invitation.
Edit a user
Click the gear icon to open the Admin Console.
Go to Members and Teams › Members and select the user you want to edit.
Click Edit.
Update the first and last name, phone number, user role, or title as needed.
Click Save.
Deactivate a user
Click the gear icon to open the Admin Console.
Go to Members and Teams › Members and select the user.
Click Deactivate.
The user can no longer log in and no longer counts toward your plan's user total.
Delete a user
Follow the deactivation steps above.
Return to the user's profile.
Click Delete.
The user is permanently removed from the account.
Conclusion
Users can be re-invited at any time if they need access again. For questions about roles and permissions, see Managing User Permissions or contact [email protected].
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