Inviting a new active internal user updates your subscription - your monthly or annual billing reflects the change. See the Billing Admin Guide for how billing works.

1. Where to invite users

You can invite users from either:

Settings → Organisation → Users, or
The Colleagues list in your sidebar.

Both open the same invite form.

2. Invite a new user

1. Open Users or Colleagues

Go to Settings → Organisation → Users, or open your Colleagues list.

2. Click Invite

Click Invite, then select whether to invite by email or from a Microsoft 365 account.

3. Fill in their details

Enter First Name, Last Name and Email, select a User Type (see Understand User Types), and assign any Roles they need.

4. Send the invitation

Click Invite to send it.

To learn how to create roles first, see Assign Roles & Permissions.

The new user receives an email with a link to set up their account. Their status changes from Invited to Active once they've registered, and they appear in both Users and Colleagues.

Inviting via Microsoft 365

If your organisation has connected Microsoft 365, you can sync accounts directly instead of inviting people one at a time - see Connecting to Microsoft 365.

3. Licences and billing

Every active internal user counts towards your subscription. When you invite someone, you'll see a notification that your subscription will be updated to reflect the change, and it will appear on your next invoice.

If someone no longer needs access, deactivate them from Settings → Organisation → Users - this frees up their licence.

Portal users and external portal users are billed differently, as add-ons rather than per active internal user. See the Billing Admin Guide for the full picture.

Need more help? Ask your System admin, or contact our support team via Help & Support.

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