Invite a teammate
- Open Admin → Roles & Access.
- In Invite a teammate, enter the required identity fields, choose an available role and default project, then Send invite.
- The teammate uses the link to set their password and activate access. They should not register a separate company to join yours.
- Find them by name or email. Verify active status, default project and Project access.
- Search and select the intended projects, then save. Select/Clear visible affects only the current search results.
Use Resend invite when needed. For identity conflicts, ask the administrator rather than moving someone from another company. Roles and project assignments are separate; an invitation does not grant every project or financial permission.