For Customers
Your Team

Your Team

The Members page shows who has access to your company. Customer users can view this list; an Admin creates accounts, and an Admin or Supervisor adds and removes company memberships.

Viewing members

  1. Open Companies (opens in a new tab).
  2. Select your company.
  3. Click Members.

Each row shows the user's status, email, and company role.

Adding an employee

Send your CIC contact:

  • The person's name and email address
  • Their time zone
  • Every company they should access
  • Whether they should be a Member or Owner

An Admin creates the Customer account and sends the invitation. An Admin or Supervisor then adds that account to each company.

Member and Owner

  • Member — regular access to the company's data.
  • Owner — owner-only billing actions and related billing notices.

These company roles do not change the person's platform-wide Customer role. Ask your CIC contact to change the company role when responsibilities change.

Removing access

Ask your CIC contact to remove the company membership. The person loses access to this company, while their account and access to other companies remain intact.

If the person has left the business entirely, tell CIC that all of their company memberships and sign-in access must be reviewed.

Invitation problems

If a recipient does not receive the invitation:

  1. Confirm the email address and ask them to check spam.
  2. Ask an Admin to resend the invitation from the user's page.

Best practices

  • Use one account per person; never share credentials.
  • Default to Member and grant Owner only for genuine owner/billing responsibility.
  • Remove leavers on the same day.
  • Review the Members page periodically, especially for companies with staff turnover.

Related

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