Skip to main content

How do I invite my team members?

Find out how to add users to an account as well as what privileges you can give them.

Thomas van Steenis avatar
Written by Thomas van Steenis
Updated over 3 months ago

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 your ‘Dashboard’, click on ‘Company settings’ on the left and select ‘Team members’.

2. You can add a new user by sending them an invite. Click on the ‘Send Invite’ button in the top-right corner.

3. Enter the name and e-mail address of the user you would like to invite.

4. Next, decide what privileges you want to give the new user. If you select ‘Manager’, the user will have the same access as yourself; if not, the user will have a ‘View only’ account.

5. The (new) user will receive an email from us asking them to make an account. If the invitation is accepted, the user will be added to your company account and will have access to your Dashboard.

Did this answer your question?