Invite Users and Assign Roles

Summary: Steps to invite team members and assign permissions.

Steps:

1. Go to Team & Permissions → Invite.
2. Enter the user’s email.
3. Choose a role (Admin, Compliance Owner, IT Lead, Auditor, Viewer).
4. Click Send Invite.
5. The user receives an email with login instructions.

Best Practices:

1. Assign Compliance Owner to managers overseeing multiple regulations.
2. Use the Auditor role for external reviewers with read-only access.

Related Articles: Set Up Your First Compliance Program; Add a Regulation