1. Go to the Users Page
From the top navigation menu select the Settings icon.
From the sidebar, navigate to Company Settings → Users.
You’ll land on the Active Users tab, where you can see everyone currently in your organisation and their roles.
2. Click “+ Invite User”
In the top-right corner of the page, click the green + Invite User button.
This opens the user invitation form.
3. Fill in the User's Details
You'll be prompted to enter:
First Name
Last Name
Email Address
Role (choose from the dropdown)
Tip:
You can assign multiple roles if needed (e.g. someone can be both an Analyst and an Admin). Roles determine what a user can see or do within the platform.
4. Click “Send Invitation”
Once all fields are complete, hit Send Invitation.
The user will receive an email with a link to set up their account and join your organisation.
✅ What Happens Next?
You’ll see the user listed under the Invited Users tab until they accept the invite.
After they’ve joined, they’ll move into Active Users.
✏️ Managing Existing Users
Use the pencil icon to edit a user’s role.
Use the X icon to deactivate a user (you won’t lose their historical data or audit trail).