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SettingsTeam & Accounts

Team & Accounts

Go to Settings → Accounts to manage staff accounts within your company. All staff in one company share the same data (one tenant = one company).

Manage Accounts

ActionCapability
View the account listaccounts.view
Add / edit / delete accountsaccounts.manage

When adding an account, pick a role from the dropdown (scoped to your company — there is no company picker). The username is checked for availability automatically when you leave the username field; save is disabled while the username is taken.

Roles determine each account’s access. See Roles & Permissions to create and customize roles.