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Inviting new company users
Inviting new company users

How to invite a new user to your company in the Web Portal.

Callum Coombes avatar
Written by Callum Coombes
Updated over a week ago

Company users are usually the people working at a given company. These users need to be invited to a company first and they can then be allocated into teams.

To invite a new user to the company:

  1. Ensure you are logged into the Portal and you are a Company Admin.

  2. Open your company's settings by clicking on "Company settings" in the menu on the left.

  3. Scroll down to the bottom of the "Company Users" section and click "Add Member +".

  4. Type out the email address of the individual you want to invite and click "Send Invite".

  5. Once sent, the user's email address will show as "Invited" in the Company Users list. You will also be able to assign them permissions and a license, as well as add them to a team.

  6. The invited user will receive an invitation email with details on how to create their Safepoint account. Once they have created an account and accepted the invite, the user will show with their full name in the Company Users list.

Company users can have the following permissions:

  • Billing - This allows the user to manage and update the billing information of the company.

  • Company Admin - This allows the user to manage company and team settings, as well as invite or remove users. Company Admins cannot edit billing details without the Billing permission.

  • License - This allocates the user a license so they can use the portal as a Guardian or the mobile app as a lone worker.

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