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Inviting a user

Invite a person and assign only the groups, locations, and role they need.

Verified 2026-09-04 · Source 7071a2e

What this does

Invite a person and assign only the groups, locations, and role they need.

Steps

  1. Open Users.
  2. Choose Invite User.
  3. Enter the email address.
  4. Choose the role and authorized scope.
  5. Review access, then send the invitation.

What happens next

Your change is available within the scope you selected.

Warnings

  • Do not grant a broader group or location scope than required.

Troubleshooting

  • An existing account should use the same email address when accepting.

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