How to invite your staff members to your Onport account

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Your entire company can have access to the same Onport account. In this article, we'll show you how to invite them as users.

How to invite users

You'll need to navigate to Setup > Users and you can add your team members there:


How to define user roles

You may want to define each employee's role, and you can do so by going to > Setup > Users > choose the person's email and select their role:


❗️Please note that certain roles may disable parts of the app for those users. An "admin" can access everything. But a person whose user role is, for example, "Shipping" or "Accounting" will not be able to access the Setup > Billing section or be able to see these user roles. 

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