Company
Manage users and roles
Invite teammates and manage access to your company workspace.
Invite your team and control who can create or send offers.
Invite teammates
1
Open Company → Users
Click “Invite User.”
2
Send invitation
Enter the teammate’s work email and send the invite.
3
They accept via email
Invited users receive a secure link to join the company.
Manage access
User directory
Search and filter as your team grows.
Roles and status
Change roles as responsibilities evolve.
Remove access
Deactivate users who leave the company.
Only admins should change roles or remove users.