People and access

Bring people into your organization and decide what each of them can see and do.

Admins only. If you hold the Administrator role, Admin appears at the bottom of the navigation rail (in the menu on a phone); these pages start there. Admin asks you to set up two-factor authentication first.

• Invite a teammate: send someone an invitation with their role already chosen.
• Change someone's roles: give a person a role or take one away, including making them an admin.
• Create a role: bundle the permissions a group of people needs.
• Limit a role to some records: let a role read only the records that match a query.
• Manage a user's account: fix a profile, send a password reset, adjust notifications.
• Remove a user: delete an account, with or without a grace period.
• Set up two-factor for admin access: what the two-factor requirement asks of admins.