How do I invite my team members?

There are two types of members:

Company Manager: If you want to give the user unrestricted access to your Dashboard you can turn this option ‘on’.

View Only: Using this account type allows the user to see your Dashboard, but they won’t be able to change any settings.

A view-only user can’t send out guest tickets or view financial documents.

How do I add a user to my account?

1. Go to Dashboard → Company Settings → Manage Users

2. Click Send Invite in the top-right corner

3. Enter the user's name and email address

4. Select a role:

5. The user will receive an email to create an account. Once accepted, they'll be added to your company account.