Invite Users and Activate Employee Accounts

What you'll do

Invite and activate employee users so your team can log in and work.

Before you begin

Ensure required roles already exist in Users Settings - Roles.

Follow these steps

1. Open Onboarding and find Create roles and add your employees.
2. Open Users Settings - Roles and verify role setup.
3. Add employee user accounts from user settings.
4. Mark users as Active and assign the correct role.
5. Ask users to sign in and confirm role-based access.
6. Return to Onboarding and confirm the step is Done.

How you'll know it's done

At least one non-owner employee account is active and can sign in with correct permissions.

If you get stuck

• User cannot sign in: verify active status and email credentials.
• Wrong access level: recheck assigned role permissions.
• Step still open: ensure active user count is above one.

Related pages

• Open step: User roles settings
• Open onboarding: Onboarding