Invite a new user

Last updated: July 11, 2025

Overview
Inviting colleagues helps them follow tasks and contribute to execution. Permissions ensure each role sees only what they need.

Step by step

  1. Click Users then Add User.

  2. Enter the colleague’s email and press Save.

  3. The user receives an email with a sign‑up link.

Screenshot 2025-07-11 at 2.45.41 p.m..png

Tip
Complete the onboarding by sharing the Getting Started articles so new users ramp quickly.