Adding someone, changing their role, or removing them

You need the People permission for this. Open People in the web app.

• Add: create the person, give them a role, and send the invitation. If they have no work email address, you can set them up with a username and a password instead.
• Change a role: roles decide what someone can see and do. The change takes effect the next time their app checks in, which is within a few minutes.
• Remove: removing access is immediate. Their work history stays, because it is your organisation's record.

Seats are counted against your plan, so removing people who have left keeps your count right.