Invite and manage users

Add people to your organisation, give them the right roles and site access, and manage their

accounts over time — all from the Users page. You can invite people one at a time, or invite

many at once from a CSV file.

You'll need administrator permissions for your organisation to invite and manage users.

Invite a single user

1. Open Settings, then open the Users page from the left-hand menu under Organisation.
2. Click the + button in the card header. *(If your organisation has no users yet, click

Create User instead.)*

3. Enter the user's email address.
4. Choose their organisation role(s). At least one is required — this sets what they can do

across your organisation (see Roles below).

5. Optionally assign site roles. For each site you manage, you can tick the role(s) the person

should have at that site. You can also leave this empty and assign sites later.

6. Decide whether to send an invitation. Send invitation is on by default — leave it on to

email the person a link to set up their account. Turn it off to create the account now and invite

them later.

7. Click Send Invitation (or Create User if you turned off the invitation).
8. A confirmation dialog appears. If you'd like to share the invitation link yourself — for example

over chat — copy it here. (An invitation email has also been sent.)

9. Close the dialog. The new user appears in the table with a Pending status until they finish

setting up their account.

Inviting more than one person? In the invite dialog, click **Multiple users? Bulk invite

here** to switch to the bulk CSV flow described next.

Invite multiple users at once (bulk upload)

If you're onboarding a whole team, you can invite up to 50 people at once from a CSV file

instead of adding them one by one.

Step 1 — Open the bulk invite tool

On the Users page, start an invite (the + button), then click **Multiple users? Bulk invite

here**.

Step 2 — Download the template

Click Download CSV Template. The template comes ready with the correct column headers,

including a column for each of your sites, so you don't have to set it up by hand.

Step 3 — Fill in your users

Add one row per person. The columns are:

A short example:

email,role,Pier Point,Harbor Tower
alice@acme.com,Admin;Member,Site Admin,
bob@acme.com,Member,Site User,Site User

The bulk invite screen also lists your organisation's exact role names and site role names

for reference, so you can copy them in precisely. Role and site names aren't case-sensitive.

Step 4 — Upload your file

Drag your CSV onto the upload area, or click to browse and select it.

Step 5 — Review the preview

Before anything is sent, you'll see a preview of every row:

• A summary tells you how many invites are valid and how many are invalid (will be skipped).
• Each row shows the email, the organisation roles, the site access, and a status.
• Invalid rows are flagged with the reason — for example an unrecognised role name, a duplicate

email, or a missing email. Only valid rows are sent; invalid ones are skipped.

If you need to fix anything, correct your CSV and upload it again.

Step 6 — Send the invitations

Click Send Invitations. When it finishes, a results screen shows, row by row, which invitations

were sent and which failed (with a reason). A problem with one person never stops the others

from being invited.

Manage existing users

1. Open the Users page. You'll see a list of everyone in your organisation, with their details

and account status.

2. Check each user's status:

• Enabled — the user can sign in normally.
• Pending — the user has been invited but hasn't set up their account yet.
• Disabled — the user's access has been turned off.
• Expired — an invitation or password reset link has lapsed; send a new one.

3. Click the actions menu on any user's row to see the available options. Depending on their

status, you can:

• Disable an active user (you'll be asked to confirm).
• Enable a previously disabled user.
• Resend or send a new invitation if the user hasn't completed setup.
• Send a password reset for any user who has finished onboarding.
• Delete a user permanently (a clear warning explains what this means).

4. You can also adjust a user's roles and site access directly from the table — click the

role or sites cell on their row to edit. Confirm any action when prompted, and the table refreshes

automatically.

View a user's detail page

1. Click a user's row in the table to open their full profile.
2. Review their name, avatar, email, job title, and account status.
3. Use the same account actions from here — enable, disable, send a password reset, resend an

invitation, or delete.

4. Check their organisation role assignments, and their site memberships with the site-specific

roles for each.

Roles, briefly

• Organisation roles decide what someone can do across your whole organisation. The built-in

roles are Admin, Member, and Viewer, and your organisation may also have its own

custom roles.

• Site roles decide what someone can do at a particular site (for example Site Admin or

Site User). A person can have different roles at different sites.

Someone with organisation roles but no site access won't see site-specific features (such as

bookings or visitors) until you add them to a site.

What if something goes wrong?

Related articles

• Setting up Single Sign-On (SSO) — let your team sign in with your identity provider
• Verifying your domain
• Just-in-time (JIT) provisioning — how SSO users get an account automatically on first

sign-in

Updated on: 15/06/2026