How to invite users and assign them a role

• 0:02To invite new users to your company and assign them a role, go to the Users menu.
• 0:07There you'll see the list of existing users, along with each one's role.
• 0:12Tap the plus button to invite a new user.
• 0:15Type the email address of the person you want to invite.
• 0:18You can add several emails at once if you need to invite more than one person.
• 0:23Choose the default role they'll have when they accept the invitation.
• 0:27The role defines the access level and permissions they'll have within the system.
• 0:32Tap Send invitation. The person receives an email with a link to join your team,
• 0:37already assigned the role you selected.
• 0:40For a user who's already part of your company,
• 0:43tap the three dots on their row to see more actions:
• 0:46manage their roles and branches, or delete them.
• 0:49Tapping "Manage roles and branches" takes you to a screen where you see the roles they already
• 0:54have and the ones you can still add.
• 0:57The green plus adds a new role instantly.
• 1:00The red minus, on the other hand, asks you to confirm before removing one,
• 1:04since it's a more sensitive action.
• 1:07Back on the list, the other menu option is "Delete",
• 1:10to remove someone from your company entirely.
• 1:13Since this can't be undone, it asks you to confirm before deleting.