Your Team
If your company has multiple employees who should access the portal, you can invite them and manage their access from your company page.
Inviting an employee
- Open your Company page from the sidebar (under Companies (opens in a new tab)).
- Find the Members section.
- Click Add member (or Invite).
- Enter the person's email address and pick their role:
- Customer — read-only access to your company's data
- Supervisor / Admin — only available if you have permission
- Click Send invitation.
They receive an email and follow the same flow you did when you joined — see Signing In.
Editing a member's role
In the Members section, click Edit on the row for that person, change the role, and save.
Removing a member
Click Remove on the row. Removed members lose access immediately. Their record is preserved in case you want to bring them back — see your CIC contact if you need to reverse a removal.
The "Excluded" view
The Members section also has an Excluded view that shows people in your organization who aren't on this company's team. Use this if you want to see who's available to add — for example, an employee who has access to a sister company in the same organization but not this one.
Resending an invitation
If a recipient never received their invite (check spam first), find them in the Members list and use the Resend invitation option. You can also trigger a fresh password reset email for them from their profile.
Member best practices
- One account per person. Don't share credentials. Each user should have their own login so audit logs reflect the right person.
- Right-size the role. A bookkeeper who only views invoices doesn't need supervisor access. Default to "Customer" unless there's a clear reason.
- Remove leavers promptly. When an employee leaves your business, remove them from the Members list the same day.
Next
- Your Playbook — what the agents on your behalf are using
- Settings — what each member can configure for themselves