Invite other users to your customer organization

App User Guides
1

You must have an Owner or Manager role to invite other users to an existing organization.

Users are managed within an organization. To manage users in your organization:

Using the mobile or web app

  1. Log in to your account and select the organization to which you want to add a user.
  2. Select the menu icon in the upper right corner of the app (three dots).
  3. Select Users
  4. Select Invite
  5. Enter the user’s email
  6. Select their role (see below for more detail on the available roles)
  7. Click Send Invite

The user will receive an invite email to their email address with instructions on how to download the app and log in. You can return to the users list to edit or remove users anytime.

Permissions and Roles

For more detail on the different permissions and roles available for customer and end-users in the app, please see: Customer Roles & Permissions in Organizations