Add Users and Manage Roles

You can invite team members to your organization by adding them as users. Each user can be assigned a role and access to specific workspaces depending on their responsibilities.

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How to Add a User

Follow the steps below to invite a new user.

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1. Open Settings

Go to Settings from your dashboard.

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2. Navigate to the Users section

Click the Users tab. You will see a table listing all current users in your organization.

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3. Click Add User

Click the Add User button. A pop-up window will appear where you can configure the user’s access.

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4. Enter user details

Fill in the required fields:

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5. Send the invitation

Confirm the details and send the invitation. The user will receive an email invitation to join your organization.

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User Roles Explained

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Workspace Access

• Admins automatically have access to all workspaces.
• Workers and Viewers can be assigned to specific workspaces.

If no workspace is selected for Workers or Viewers, they will automatically receive access to all workspaces.