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How do I invite a user to my customer? ​

Who can do this

Owner or Admin

You can add a new person to your customer by inviting them by email. They receive a link that walks them through verification and setting up their account.

Steps ​

  1. Open Users in the sidebar.
  2. Click Invite Users (top right).
  3. Type or paste the email address. Add more by pressing Enter between each one — you can also paste a list like Jane Doe <jane@example.com> and we'll split the name and email automatically.
  4. Click Next.
  5. On the review step, set each person's portal role (Admin, Billing, Viewer, or Member) and fix any first/last name we couldn't infer.
  6. Click Send Invites.

Result ​

Each invitee receives an email with a verification link. Until they accept, they appear in the Users table with status Invited. You can resend or revoke an invitation from the row's actions menu.