Invite a colleague with the role and business access their work requires.
1. Review the role
Open Team → Roles. Check the permitted modules and actions for the role you plan to assign. Viewing a record and changing it are separate permissions.
2. Start the invitation
Choose Members → Invite Member. Enter the intended person and select the role.
3. Choose the scope
Select the permitted businesses and review module access. Use Only Selected Customers if the teammate should work with a restricted customer list.
4. Send and check status
Check the recipient before sending. Return to Members to review Pending or Accepted status. The invitee must complete the invitation before their permitted business access is available.