User Guide
Users
Written by Ethan Lai (UI/UX Designer & Frontend Engineer)
Published Sep 24, 2026 Updated Sep 23, 2026
On This Page (5 sections)
The people who can access your company workspace (Members).
Set up first
- Roles — you assign a role when you invite someone, which decides what they can do.
What you can do
- Invite Member to add someone and assign them a role.
- Search by name or email, filter by role, and open a member to edit.
How to invite a member
1. Open the invite form
On the Users page, click Invite Member to open the Create User form.
2. Enter their details and role
Add the person's name and email, then choose one or more roles to control what they can access. Click Create User to send the invite.

