Overview

Internal users are team members that are part of your workspace. We recommend that you give every team member their own internal user account for better permissions and to minimize bugs that may occur if there are multiple simultaneous sessions with the same internal user.

Roles

Internal users can be admin internal users or staff internal users. The difference between the two roles is that admin internal users have additional permissions:

• They can invite other internal users.

• They can access all settings.

• They have access to all clients. In other words, they are set as assignees of all clients and cannot be removed.

Adding an internal user

1. Navigate to the Settings > Team page.

2. Click on the Invite user button.

3. Enter the internal user's name, email, and role.

4. Click Invite.

5. The invited internal user will now receive an email to accept their invitation.