Skip to main content
Invite a colleague to collaborate on reports, connect integrations, or manage clients. The invitee receives an email with a link to set their password and sign in.
1

Open Users

From the sidebar under Account → Users.
2

Click + Invite User

Opens the invite dialog.
3

Enter the email

Must be a real email address — the invite link goes there.
4

Pick a role

  • Owner — full access to every feature, including account deletion. One per account.
  • Admin — manage users, billing, all clients, all projects.
  • Projects — limited to projects you explicitly allow via the Allowed Projects selector.
  • Read-only — view-only across the account.
5

Optional: restrict to specific projects

If the role is Projects, use the Allowed Projects picker to list which projects this user can see and edit.
6

Send invite

The user receives an email with a link to set their password.
Invites don’t expire, but the user must click the link to activate their account before they can sign in.