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Users

The Users page lets you manage who has access to your Business App. You can view all current users, invite new team members, and remove users who no longer need access.

To open this page, go to Administration > Users.

View users​

The Users page displays a table of everyone who has access to your Business App. Each row shows the user's:

  • Email
  • First Name
  • Last Name
  • Phone

If no users are associated with your business yet, an empty state appears with an option to invite your first team member.

Invite a user​

  1. On the Users page, click Invite user.
  2. In the Add team member sidebar, fill in the following fields:
    • First name (optional)
    • Last name (optional)
    • Email (required)
    • Phone (optional)
  3. Click Send.

The invited user receives a welcome email with instructions to access your Business App. If a user with that email address is already associated with your business, you receive an error message.

Remove a user​

  1. On the Users page, find the user you want to remove.
  2. Click the actions menu (three dots) on that user's row.
  3. Select Remove user.
  4. In the confirmation dialog, review the user's name and click Remove user to confirm.
info

Removing a user cannot be undone. The user immediately loses access to your Business App. If you need to restore their access, you must invite them again.

Frequently Asked Questions (FAQs)​

Where do I find the Users page?

Go to Administration > Users. The URL ends with administration/users after your business ID.

What happens when I invite a user?

The user receives a welcome email with instructions to set up their account and access your Business App. They appear in the users table once the invitation is sent.

Can I edit a user's information after inviting them?

The Users page currently supports viewing, inviting, and removing users. To update a user's profile details, the user can update their own information through their account settings.

What is the difference between a user and a contact?

A user is someone who can log in to your Business App and use its features. A contact is a person stored in your CRM (such as a customer or lead) who does not have access to Business App. These are separate systems — removing a contact does not remove a user, and vice versa.

Can I re-invite a user I previously removed?

Yes. After removing a user, you can invite them again by clicking Invite user and entering their email address. They receive a new welcome email.