Users & Invitations

Use the team-management area to invite new users and manage access for existing staff or volunteers.

Invite a new team member

1. Open the organization team or user-management area.
2. Choose Invite or Add user.
3. Enter the person’s email address.
4. Assign the appropriate role.
5. Review access before sending the invitation.
6. Send the invitation and monitor its status.

The invite should allow the recipient to create or connect an account without your team sharing passwords.

User status

When someone leaves the team or no longer needs access, deactivate or remove their organization access using the supported administrative control. Do not reuse another person’s account.

Before deactivating someone

Review whether they own active follow-up, integrations, scheduled work, or other operational records that need reassignment.

Password and sign-in help

Use approved reset or recovery flows rather than manually setting or sharing credentials for another user.