Invite your team and assign roles

Open Users and choose Invite. Enter the person's name and email. Then use Roles on their row to give them roles, and Edit to set their departments.

What happens next

1. The person receives an email with a link that is valid for seven days.
2. They open it and choose their own password. You never see or set it.
3. They sign in with your organisation identifier, their email and the password.

If an invitation expires or is lost, choose Resend invite. The new link cancels the old one.

Create a user directly

Create user lets an administrator add someone with an initial password that you share securely. The person can change it after signing in. Use invitations where possible, because they keep passwords private.

Choosing roles

Give people the narrowest role that lets them do their job. See Roles and permissions reference for what each system role can do.