How to invite a user to the company account

To add a user to the company account:

1. Go to Company in the top menu and select User Management
2. Click Add New User
3. Choose a user type:
   • Full user: For users who need full platform access, including managing and creating projects
   • Limited user: For users who only need access to specific data or features (e.g. clients, site engineers)
4. Select the user’s company role from the dropdown
5. Enter the user’s email address
6. Set company-level permissions:
   • Create, edit, and archive projects: No, Own, or Everyone’s
   • View projects: Own and shared or Everyone’s
   • Edit estimates and target budgets: No or Everyone’s
   • Accounts payable manager access: Own, Shared, or Company files
   • Access company settings and integrations: Yes or No
   • Manage users and permissions: Yes or No
7. Click Create

The invited user will receive an email with login instructions. Once they’ve joined the company account, you can assign them to projects and define their project-specific access.

See also: How to manage project-level permissions