Use the right tab

Open Settings > Users.

• Users: create and edit employee accounts, active access, scheduling eligibility, role membership, team membership, calendar color, and commission rate.
• Roles: create responsibility-based permission sets and assign members.
• Teams: group users for assignment, schedule grouping, map rosters, and reporting filters.

Important account effects

• Active and Schedulable are different. An active user can sign in; a schedulable user can receive scheduled work.
• Turning off Schedulable removes that user from incomplete work.
• You cannot deactivate your own account.
• Activating users beyond the plan allowance requires agreement to additional cost.
• A user's email cannot be changed after they accept the invitation; use User Profile for your own editable email.

Recommended order

1. Create least-privilege roles.
2. Create useful teams.
3. Add users and assign both.
4. Verify access with a representative workflow.
5. Resend an invitation when needed instead of creating a duplicate account.

Related guides

• Create roles with least privilege
• Invite users and activate employee accounts