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Users & roles

Invite teammates and control who can change Settings from Users (User Management).

User Management with Invite User
User Management with Invite User

Open User Management

Invite a user

  1. Click Invite User.
  2. Enter their work email.
  3. Choose a role (user or admin).
  4. Send the invite. They set a password via the email link and join your organization.

If the email is missing, check spam or resend from User Management. Prefer invites over sharing passwords.

Roles

Role Typical access
user Day-to-day Email, Messages, Knowledge Base, Sandbox (per org policy)
admin User access plus Settings, Users, Billing, Audit log

Exact permissions can vary; after inviting an admin, confirm they can open More → Settings.

Bulk actions

  1. Click Select on the users list.
  2. Choose one or more people.
  3. Open Bulk actions (for example Set role: user/admin).
  4. Click Cancel to leave selection mode.