Each person in your company signs in with their own account. Invite them from the Team step of the setup wizard or from Organization › Users; the invitation arrives by email with a link to set a password.
Choose a role for each person
A role decides what someone can see and do: for example, sales people work on inquiries and quotes, operations on orders and shipments, finance on payments and costs. An Organisation Admin can manage users, roles and settings. Give each person the narrowest role that lets them do their job; you can change it at any time.
Seats and your plan
- Your plan sets how many active users you can have. The invite form shows the seats you have left.
- When you reach the limit, deactivate someone who no longer needs access, or move to a plan with more users.
- If a plan change lowers your limit, nothing changes for 14 days; after that, the least recently active users who are not the owner or an admin are deactivated. They come back automatically if you upgrade within 90 days.