Invite your team and assign roles
An invitation adds someone to the company. A role defines allowed work; company access defines where they can work. A separate role per employee is unnecessary.
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Before you start
Select the correct company and verify permissions. Learn in a test workspace; posting or restoring can change actual data.
Workflow
- In Users, invite the person using the correct email and check pending invitation status.
- Choose a preset role close to the job and review permissions before saving.
- Use a custom role for a clear exception; grant only the permissions required for work.
- Open user details to inspect role, access and actions; verify with a restricted test account.
Watch this distinction
Product roles follow activated products; do not grant settings administration or posting just to reveal a screen.
Verify the result
Reopen the record and check saved values and state. For financial operations, compare the document with the relevant movement and report before continuing.