Invite a staff user

Invite by email and select a role.

How to use this function

1. Sign in with a role allowed to access organization.
2. Open Organization and choose Invite a staff user.
3. Review the customer and company site context where this function uses them.
4. Complete or review these controls: Email, Role.
5. Invite by email and select a role.
6. Save or confirm the action, then reopen the record to check its updated state and history.

Fields and controls shown in the demo

• Email
• Role

Guide updated 2026-09-27. Release changes must update this page and its image together.