Add new user
Personal information
Basic details shown on their profile
Used for sign-in and notifications
Role & access
Controls what this user can see and do
Manager role includes
View reportsEdit dealsManage teamBilling accessAdmin settings
Notifications
How this user gets notified
Email notifications
Task updates, mentions, and weekly summaries
Push notifications
Real-time alerts on desktop and mobile
SMS alerts
Critical account and security alerts only
Profile photo
NU
PNG or JPG, at least 400×400px, max 2MB
Account status
Active users can sign in and access all features their role allows.
Send invite email
The user receives a welcome email with a link to set their password.