Purpose
Invite everyone who needs access, with the role that sets what they can do.Steps
1
Open Users
Go to Setup, then the Users tab.
2
Invite each person
Add their full name, work email, role, and department, then send the
invite.
3
Search and filter the list
Search by name or email, or filter by role and status (Active, Invited,
Deactivated) to find anyone quickly.
4
Manage status
Deactivate or reactivate an active user, or resend or cancel a pending
invite, from that person’s row.
Related
Assign Roles and Access
Set what each person can do.
Manage Users and Roles
Day-to-day user management after setup.