Team Management

Add team members, manage permissions, and collaborate effectively.

Adding Team Members

Invite User

1. Go to Settings → Team (or Admin → Users)
2. Click "Invite User" or "Add User"
3. Enter Details:

• Email: User's email address
• Name: User's name (optional)
• Role: Admin, User, or Guest

4. Send Invitation: Invitation email sent
5. User Accepts: User clicks link and sets password
6. User Added: Team member added

Manual Creation

Create user directly:

1. Go to Settings → Team
2. Click "Add User"
3. Enter Information:

• Name, email, password
• Role assignment

4. Save: User created
5. User Can Login: User can sign in immediately

User Roles

Admin

Full access within tenant:

• All Modules: Access to all modules
• Manage Users: Can add/edit users
• Settings: Can modify settings
• All Data: View and edit all records
• Billing: Can manage billing (if permitted)

User

Standard access:

• Module Access: Based on permissions
• Own Data: Full access to own records
• Shared Data: Access to shared records
• Limited Settings: Can modify own settings
• No Billing: Cannot access billing

Guest

Limited read-only access:

• View Only: Can view but not edit
• Restricted Modules: Limited module access
• No Creation: Cannot create records
• Read-Only: View-only permissions

Permissions

Module Permissions

Control module access:

1. Go to Settings → Team → Permissions
2. Select User: Choose team member
3. Module Access: Enable/disable modules
4. Save: Permissions updated

Record Permissions

Control data access:

• View Own: Only own records
• View All: All tenant records
• Edit Own: Edit own records
• Edit All: Edit all records
• Delete: Delete permissions

Managing Team Members

Edit User

1. Open User: Click team member
2. Click "Edit": Edit button
3. Make Changes: Update information
4. Save: Changes saved

Deactivate User

Temporarily disable access:

1. Open User: Click team member
2. Click "Deactivate": Deactivate button
3. Confirm: User deactivated
4. Can Reactivate: Can reactivate later

Remove User

Permanently remove:

1. Open User: Click team member
2. Click "Remove": Remove button
3. Confirm: User removed
4. Access Revoked: User can no longer login

Best Practices

1. Start Small: Add users as needed
2. Use Roles: Assign appropriate roles
3. Set Permissions: Configure access carefully
4. Communicate: Let users know they're added
5. Review Regularly: Review team access periodically
6. Remove Promptly: Remove users who leave
7. Train Users: Help new users get started

Troubleshooting

Can't add user?

• Check subscription allows more users
• Verify email is valid
• Check user doesn't already exist
• Try different email

User can't access module?

• Check module permissions
• Verify module is active
• Check user role
• Verify subscription includes module

Invitation not sending?

• Check SMTP settings
• Verify email address
• Check spam folder
• Resend invitation

For more help, see Common Issues.

Next Steps

• Account Settings - Manage your profile
• Billing & Subscriptions - Add user add-ons
• Security Settings - Security configuration

Updated on: 13/03/2026