Quick Start: User Management

For Business Owners - Get Started in 5 Minutes

How to Invite Team Members

Step 1: Go to Team Settings

1. Click Settings in the main navigation
2. Click the Team tab

Step 2: Invite User

1. Click "+ Invite User" button (top right)
2. Fill in:

• Email (required): user@example.com
• Name (optional): Their name
• Role (required): Choose one:
• • Member - Standard access (most common)
  • Admin - Full access, can manage users
  • Guest - Read-only access

3. Click "Send Invitation"

Step 3: User Accepts

• User receives email with invitation link
• They click link and set up their account
• They're automatically added to your team
• They can log in immediately

Understanding Roles

Member (Recommended for most users)

• Can access all active modules
• Can create and edit records
• Cannot manage users or settings

Admin (For managers/team leads)

• Full access like owner
• Can invite and manage users
• Can edit tenant settings
• Cannot change billing (unless enabled)

Guest (For clients/consultants)

• Read-only access
• Can view records but cannot create/edit
• Good for external collaborators

Managing Team Members

Edit User Role

1. Go to Settings → Team
2. Click "Edit" on any team member
3. Change their role
4. Click "Save Changes"

Remove User

1. Go to Settings → Team
2. Click "Remove" on team member
3. Confirm removal
4. User is removed (slot freed up)

User Limits & Billing

Check Your Limit

• Go to Settings → Billing
• See your plan and current user count
• Example: "Professional Plan - 8/10 users"

If You Need More Users

Option 1: Purchase Add-Ons

• Settings → Billing → Add-Ons
• Purchase additional user slots
• Price: $4-8/user/month (depends on plan)

Option 2: Upgrade Plan

• Upgrade to a plan with higher limit
• More included users + lower add-on prices

Removing Users

• When you remove a user, their slot is freed immediately
• You can invite a new user to fill the slot
• Tip: Cancel user add-on subscriptions if removing users permanently

Pending Invitations

View Pending:

• Shows at top of Team page
• Displays email, role, and expiration date

Resend Invitation:

• Click "Resend" on pending invitation
• New email sent with same link

Cancel Invitation:

• Click "Cancel" if no longer needed
• Invitation deleted

Expiration:

• Invitations expire after 7 days
• Must create new invitation if expired

Common Questions

Q: Can I invite someone who already has an account?

A: Yes! They'll be added to your team and can switch to your tenant from their tenant switcher.

Q: What if I reach my user limit?

A: You'll see an error when trying to invite. Purchase user add-ons or upgrade your plan.

Q: Can I change someone's role after inviting them?

A: Yes! Go to Settings → Team, click "Edit", change role, save.

Q: What permissions does each role have?

A:

• Member: Standard access to active modules
• Admin: Full access, can manage users/settings
• Guest: Read-only access

Q: Can I remove myself from my own team?

A: No, you cannot remove yourself (the owner/current user).

Q: Do removed users lose their account?

A: No, they just lose access to your tenant. Their account remains active.

Need More Help?

• Detailed Guide: See User Management Complete Guide
• Roles & Permissions: See User Invitations & Roles
• Billing: See Billing & Subscriptions

Quick Reference

Ready to invite your team? Go to Settings → Team now!

Updated on: 13/03/2026