The Admin role is required to invite users, change their access or remove them from your company.
Invite a user
In the left menu, open Users and permissions, then Users. Click Invite user.
Enter their work email in lowercase, without a “+” sign.
Choose their Access role and add scope filters if needed. To choose which data they can access, see Access Roles and Scopes.
Click Send invitation.
Your colleague receives an email to activate their access. The invitation link also appears after sending: you can copy it if needed. Find the invitation under Pending invites, then the account under Active users once activated.
If an account already exists for this address, check both lists before creating a new invitation. To help your colleague sign in, see Activate your account and recover access to Reflect.
Edit a user
On the Users page, click the three dots to the right of the person, then Edit role / scope. Adjust their role or scope filters, then click Save.
You can also edit an invitation under Pending invites. The email cannot be changed in this window.
Remove a user
On the Users page, click the three dots to the right of the person, then Remove. Check the displayed address and confirm with Remove access to remove their access to your company in Reflect.
To cancel an invitation, follow the same steps under Pending invites.