Invite users and assign roles

Invite a user

1. Sign in as Admin.
2. Open Admin → Users (or Team).
3. Click Invite.
4. Enter the person's name and email address, and choose an initial role. A name is required.
5. Send. The person receives an invitation email, sets a password, and activates the account.

Change a role

1. Find the user in Admin → Users.
2. Choose the new role from the row's role selector. Both invited and active users can have their role changed.
3. Confirm. The row updates only after the change succeeds.

You cannot change your own role. Only a Super Admin can assign Super Admin or change a Super Admin's role. Customer portal users do not use this selector.

Suspend or reactivate

1. Open the user.
2. Choose Suspend to block sign-in without deleting history.
3. Choose Reactivate when they should return.

Named-user capacity and deletion

Staff invitations and reactivation must fit your licensed named-user capacity. Customer portal users do not consume named-user capacity. If an action is refused, check the usage shown in account settings and resolve the limit before retrying.

You cannot delete your own account or the tenant's last administrator. Only a Super Admin can delete another Super Admin. Failed sign-in-service updates leave local access unchanged; retry after the service recovers.

Customer portal users

Portal access for a Customer Contact is granted from CRM — see Leads and the customer portal. Those users sign in with the Customer role and only see their own data.

Audit log

Admins and Auditors can open Admin → Audit to see who invited users, changed roles, or altered module entitlements — useful for security reviews.