How to Invite New Users

  1. Navigate to the Invite page. This page is only visible for Staff users.

  1. Enter the new user's email and give them a username. The invitation will be sent to this email. Selecting "Staff" in the Additional Permissions dropdown will give the user Staff permissions.

If you're unsure what username to give, we recommend reusing the portion of their email before the @ sign.

  1. Select the integrations that the user should have access to. You will need to grant each type of permission separately.

  1. Click Save to send the invitation.


Invitations are valid for 14 days from when they are created. If an invitation expires, the recipient can still follow the link to request a new invitation, which will be sent to the original email.

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