Docs User Management

User Management

Updated 2026-03-02

User Management

Invite your team to collaborate on tracking automation metrics.

Inviting Users

Note: Multi-user capabilities require a plan that supports more than 1 user.

  1. Navigate to Settings > Members.
  2. Click Invite Member.
  3. Enter their email address and select their role.
  4. They will receive an email invitation to join your account.

Roles

  • Administrator: Can access billing, manage users, and modify settings.
  • User: Can view dashboards, create tasks, and manage integrations.