Inviting users through Users and Groups is the fastest way to onboard new team members while keeping access secure and organized.
Before you invite
Confirm the user’s work email and role.
Decide whether they should be assigned to a group immediately.
Identify whether they need standard access or admin access.
How to invite a user
Step 1: Open Users and Groups from your profile menu.
Step 2: Select New in the top-right corner.
Step 3: Select Invite user.
Step 4: Enter the user’s full name, email address, and title.
Step 5: Send the invitation.
What happens next
The user receives an invitation email.
They create their password and complete sign-in.
After first login, they appear in your users table with active status.
Recommended post-invite checklist
Step 1: Add the user to the correct group so role-based permissions apply.
Step 2: Confirm access level by validating key areas they should see.
Step 3: Only grant admin if their responsibilities require unrestricted platform control.
Step 4: Record onboarding completion in your internal process checklist.