How do I invite a new user to my account?

You can invite team members to your account from Settings → Users. Only the account owner (admin) can invite users.

Step-by-step

1. Go to Settings (cog icon in the sidebar)
2. Click "Users" in the settings navigation
3. Click the "Invite User" button in the top-right corner
4. Fill in their full name and email address
5. Select which modules they should have access to using the checkboxes (all modules are pre-selected by default — uncheck any you want to hide)
6. Click "Send Invitation"

The invited user receives an email with a link to set up their password and log in. The invitation link is valid for a limited time — if it expires, you can resend it from the users list.

User limits by plan — the account owner occupies one of the seats:

• Starter: 3 users in total — the account owner plus 2 invited colleagues
• Professional: 10 users in total — the account owner plus 9 invited colleagues
• Enterprise: effectively unlimited

Tenant portal users are counted separately and do not use up these seats.

The current count and limit are shown below the "Users" heading (e.g., "3/10 team members — Professional plan"). If you have reached your limit, the Invite User button is disabled and an upgrade message is shown.

After the invitation

• The user appears in the list with a "Pending" status badge until they accept
• You can resend the invitation using the envelope icon
• You can remove a pending invitation using the trash icon
• Once they accept and log in, their status changes to "Active"
• After activation, you can manage their module permissions with the key icon

What the invited user sees

They get a simplified experience — only the sidebar modules you granted, plus Dashboard and My Account. They do NOT see the Settings page or other users.