Managing Users
What This Page Covers
Section titled “What This Page Covers”How to add, edit, and remove team members — including invitations, role assignment, and location access.
Inviting a New User
Section titled “Inviting a New User”- Navigate to Team > Users in the portal sidebar
- Click Invite User
- Enter the user’s email address
- Select their role
- Assign location access (if applicable)
- Send the invitation
User Roles
Section titled “User Roles”Each user is assigned a role that determines what they can see and do. See Roles & Permissions for a detailed breakdown.
Location Access
Section titled “Location Access”Users can be granted access to specific locations or all locations. This controls which data they can view and which flows they can send.
Editing a User
Section titled “Editing a User”Update a user’s role or location access from the user detail page.
Removing a User
Section titled “Removing a User”Pending Invitations
Section titled “Pending Invitations”View and resend pending invitations that haven’t been accepted.