1
Open Users
From the sidebar, go to Settings → Users.
2
Click Invite user
This opens the invite panel.
3
Enter their full name and email
Type the person’s full name and email address. The invite link goes to this address, so it must be a real inbox.
4
Choose a permission level
Under Permission level, pick the access level that fits their role:
- Admin access — full access to all features, including billing and team management.
- Client access — can view the reports for the clients assigned to them.
- Read-only access — can view their assigned clients but cannot make changes.
5
Assign clients (Client and Read-only access only)
For Client access and Read-only access, an Assign clients field appears. Select which clients this user can access. Admin access users see every client and don’t need an assignment.
6
Send the invite
Send the invitation. The invitee receives an email with a link to accept it and set their password.
Invited users have no password until they accept the invitation. They set one when they complete sign-up from the invite link. Until then, they appear in your Users list as Invited.
Resend an invite
If the invite never arrived, or the link went stale, resend it rather than removing and re-inviting the person.1
Find the pending member
In Settings → Users, find the row marked Invited.
2
Click Resend invite
Oviond sends a fresh invitation to the same address.
POST /v1/users/{id}/resend-invite. It returns 400 for a member who has already accepted.