Add your team

Once the roles are ready, add the people who hold them. That side of the Roles & Permissions page is "User Management".

Adding someone

"Add User" asks for their details and their role. They sign in with their email and password, find the workspace ready, and see only what their role allows.

Changing a role

"Assign Role" changes someone's role at any time, and what they see follows at once. To change the role's own name use "Rename" in Role Profiles; its permissions are untouched.

Removing someone

Removing a person stops them signing in. Records they created or were assigned stay as they are.

How many users

Your plan limits how many users a workspace has. If you reach it, see upgrading.