This article explains how to invite new users to your account, assign the right permissions, and ensure they can access what they need.
Who Can Invite Users
Only users with Owner and Admin permissions can invite new users to the account.
How to Invite a New User
- Go to Settings > Company & Billing > Team Tab
- Click Invite User.
- Enter the user’s email address.
- Choose the appropriate role/permissions.
- Click Send Invitation.
The user will receive an email with instructions to create their login and join your account.
User Roles & Access
When inviting a user, make sure to select the role that best fits their responsibilities. Roles control what the user can see and do inside the account.
What the Invited User Sees
- The user receives an email invitation.
- They must accept the invite and set up their password.
- Once accepted, they’ll have immediate access based on the permissions you assigned.
Common Issues & Troubleshooting
- Didn’t receive the invite?
- Ask the user to check spam/junk folders.
- Confirm the email address was entered correctly.
- Invite expired or invalid?
- You can resend the invitation from the Users page.
- Wrong permissions/emails?
- Permissions and emails can be updated at any time by editing the user.
Need Help?
If you run into any issues inviting users or managing permissions, contact support@getply.com and we’ll be happy to help.