Invite colleagues and manage access to your organization’s workspace.
An Owner or Admin can manage membership from Settings → Members.
Role
Use it for
Owner
The organization owner. Ownership transfer is not available in the role picker.
Admin
People who manage organization settings, membership, and accounting work.
Member
People who enter and maintain accounting data, BOMs, and PCFs.
Auditor
People who need to view the organization’s records without editing them.
1
Invite a colleague
Select + Invite members, enter their email, and choose Admin, Member, or Auditor. Use Add more for additional people.
2
Send the invitations
Check each email and role, then select Send invites. The recipient accepts the invitation to join this organization.
3
Manage active and invited members
Use Active to review current members and change their roles. Use Invited to review invitations; the invitation’s actions include Resend and Cancel invite.
Manage active members and invitations in organization settings.
Organization members can view their own organization’s report snapshots, including the captured organization or BOM versions used for reports. They do not need a separate report-access grant.
Inviting a member gives them access to your workspace. To ask a supplier for a PCF, use Supplier engagement instead.
Last modified on October 8, 2026
Assistant
Responses are generated using AI and may contain mistakes.
