Manage your team
Applies to version 26.99.5
Add your office staff and managers as users. Each gets their own login and exactly the access you grant.
Adding a team member
1
Open Users → Add
Enter their name, email and phone.
2
Set a password
You set the initial password when creating the account.
3
Share the credentials securely
No email is sent automatically — pass the login on directly, or have them use password reset to set their own.
4
Assign rights
Grant the specific permissions they need (see Roles & rights).
Heads up
Creating a user does not send an invitation email. Share the login details yourself, or ask the person to use the password-reset link to choose their own password.Managing accounts
- Block / unblock — temporarily disable a login without deleting it.
- Reset password — set a new password for someone who is locked out.
- Delete — remove an account you no longer need.
- Bulk actions — block, unblock or delete several users at once.