Getting started

Invite users and assign multiple roles

Invite teammates, assign more than one role, and verify authorized workspaces.

How access works

A membership can carry multiple roles. Navigation follows the active role while the API independently enforces organization and capability permissions.

Invite a teammate

  1. Open Settings, then Team.
  2. Choose Invite user and enter the business email.
  3. Select every required role, using least privilege.
  4. Send the invitation and confirm Pending status.
  5. After acceptance, use the role switcher to verify each workspace.

Troubleshoot access

Confirm the latest invitation was accepted, the membership is active, and the correct role is selected. Test restricted routes—the hidden menu alone is not proof of authorization.