User Management
Creating Custom Roles
Custom roles let you define precise permission sets beyond the built-in options. Go to Settings > Roles > New Role . Give the role a name and descrip...
Removing Users
Remove a user's access when they leave your organisation. Go to Settings > Users . Find the user and click Remove . Confirm the action in the dialog...
Managing User Permissions
Control what each user can see and do within the platform. Go to Settings > Users and select a user. Click the Role dropdown and select an appropr...
Inviting New Users
Admins can invite new team members to join the platform. Go to Settings > Users > Invite . Enter the email address of the person you want to invite. ...