Invite users and manage their roles and company access.

1. On an organization, open the Users tab.
   The list shows each user's:

   • Name/Email

   • Role

   • State (Active or Pending)

   • Last login

   • Created at

2. Select Invite user and fill in the invitation details.

   • Email: the user's email address.

   • Role: Organization Admin, Collaborator, or Read-Only user.

   • Company or companies: search for and select which company or companies to associate them with. This scopes their data access.

3. Select Invite to send it.
   The invited user shows as Pending until they accept, then Active. You can also select a user to change their role or company access, or to remove them.