How to invite a user and assign roles
Invite new people to your organization and control what they can do (admin/editor/viewer).
What is it
A Role determines what a signed-in user is allowed to do in your organization. Roughly: Admin can manage billing, users, and org-wide settings; Editor can create/edit expiries, workflows, and most content but not billing/user management; Viewer can see data but not change it.
Why / when to use it
Steps- Assign the narrowest role that lets someone do their job - most day-to-day users should be Editors, not Admins, so billing and user management stay controlled by a small number of people.
- Use Viewer for stakeholders who need visibility (e.g. a manager who wants to check status) without any risk of accidental edits.
- This is different from a Directory "contact" - roles control what a user with an account can do inside the app; Directory/notification contacts don't need or have accounts at all.
- From the sidebar, go to Users (admin/editor only).
- Click Invite User to open the invite form, enter their email, and choose their role.
- Your current seat usage is shown at the top (e.g. "8 / 10 users") - click Manage Licenses if you need to add more seats.
- From the user table, edit a person's role, deactivate them, or remove them entirely using the row actions.