Users and roles
Manage users and permissions (admin). Invite users, assign roles, and control who can access the app and what they can see and do.
Admins can manage who has access to the app and what they can do via Admin → Manage Users and Roles & Permissions.
Manage Users
- Invite users by email; they receive a link to set a password or use SSO.
- Deactivate or remove users when they leave.
- Assign roles to users; roles determine permissions (e.g. view contracts, use chat, manage users).
Roles & Permissions
- Each role has a set of permissions (e.g. view contracts, view invoices, use chat, view admin).
- Create or edit roles and check the permissions that apply.
- Assign roles to users from the user list or the user edit screen.
Only users with View admin permission can see the Admin section in the sidebar.
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