For Company Admin Only
Key Steps:
Click on your avatar on the home page and select “Team” to access the list of current users in your organization.
To disable a user, click on the “Remove from company” button to revoke their access.
To add a new user, click on “Invite Member” in the top right corner.
Enter the new user’s email and select their role:
Company User: Access to apps and groups.
Company Manager: Ability to add users to the company and groups.
Company Admin: Ability to add users and groups in company settings.
Company Guest: Limited access for external individuals invited for a short period.
Choose the groups and locations to add the new user to.
Click “Invite” to send the invitation to the new user.
Cautionary Notes:
Be cautious when assigning roles to ensure the right level of access for each user.
Avoid using the Company Guest role unless necessary for external parties.
Tips for Efficiency:
Use the “Add all locations” button to quickly assign all locations to a new user.
Regularly review and update user roles and access levels to maintain security and efficiency.
Double-check the email address and role selection before sending the invitation.