1. Open Users
Select Users from the business navigation. You need administrative access to manage the team.
2. Add the team member
Choose Add user or the invitation action, then enter the person's email address and requested details.
3. Choose their access
Assign the appropriate role and locations. Give access only to the settings and operations needed for the person's work.
4. Send and verify
Send the invitation. Ask the user to open it with the same email address and complete sign-in. Confirm that they can reach the intended location without seeing restricted business settings.