Prepare an invitation for a company user

Prepare invitations from Users & Permissions for the company whose records the recipients should access.

1. Open Users & Permissions and choose Invite users.
2. Enter the recipient's email address and choose an available role.
3. Add another email entry if needed, checking the role for each recipient.
4. Review the company, addresses and roles before choosing Invite. Use Cancel to return to the user list without sending the form.

Only assignable roles appear in this form. Opening it does not create membership or send an invitation; Invite submits the entered invitations. An invitation is tied to its intended company and email address. If an older link has been cancelled or replaced, the recipient needs the current invitation. Do not change the recipient address in an invitation link to try to grant someone else access.