Users & roles

Invite a user

1. Go to Company → Users and press New user.
2. In the Send invite tab, enter the person’s email address.
3. Pick a role (what they are allowed to do) and tick the sections they should access.
4. Send the invite — the person receives an email with a link to set their password and activate the account.

Create a user directly

In the same New user dialog you can switch tabs to create the account yourself: set first name, last name, email and password, then hand over the credentials. Useful when the person is sitting next to you.

Create a custom role

1. On the Users page press New role.
2. Name the role and tick the permissions, grouped by area (files, folders, links, company administration…).
3. Save — the role is now available when adding or editing users.

Manage existing users

From the Users page you can edit a user’s role and sections, reset their password, or block/unblock their access. The Owner role is fixed and cannot be edited.