Invite a user
- Open Settings → Users.
- Click Add user.
- Enter their name, email, and role, then click Create user.
They receive an email invitation to join the workspace.
Every workspace includes Administrator and User by default. Administrator can manage settings and setup; User has access scoped to their profile and assigned work.
Custom roles (optional)
For more granular access than Administrator or User, create a custom role in Settings → Roles, then select it in the Role dropdown when you invite someone. You can change a user’s role later from Settings → Users.
You can also invite people during initial sign-up, or skip and add them here later.
