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For adminsPeople & accessInviting users

Inviting users

Add a teammate to your tenant. They sign in with the email you invited, set up MFA on first sign-in.

Who this is for: Owner / Admin (Settings → Users requires the users.manage capability).

Steps

  1. Open Settings → Users.
  2. Click Invite.
  3. Enter their email.
  4. Pick a Role — Owner, Admin, Editor, or Viewer.
  5. Tick the capabilities you want them to have. Each module has its own (e.g. events.manage, requests.read, campaigns.send).
  6. Click Send invite. They get a magic-link email; clicking it lands them on the MFA setup page, then the dashboard.

What you’ll see

Video — coming soonInvite a user and pick the right role + capabilitiesRecorder brief: V37 — Invite a user. Modal, role pick, capability tick list, email arriving, invite landing on MFA setup.

Common issues

  • Invite email doesn’t arrive — check spam first. From Settings → Users, click their row → Resend invite.
  • Invitee says “User not found” — the invite link expired (7 days). Resend.
  • Wrong role assigned — change it on their row; takes effect on next page load.

Last updated: 2026-06-01 · Applies to: CartonCrew v1.54+

OverviewRoles & capabilities