Invite and manage users
Add people to an account, and ban or restore their access.
The Users screen manages the people across the accounts you administer. This guide covers adding users and controlling their access.
Admin-only
The Users screen is admin-only. You manage users only for the accounts you administer. See who can see what.
Invite or connect users
- Open Settings → Users.
- Choose Invite (or Connect) and enter one or more email addresses for an account.
- Review the actions the app proposes, then confirm.
How invites resolve
When you add emails, the app checks each one and picks the right action for you:
- A brand-new email gets an invitation email.
- A banned user gets unbanned and added.
- A user with revoked access gets restored.
- An existing user joins the account directly.
You review these actions before you confirm them, so there are no surprises.
Invites run through N8N
Inviting users sends through the automation layer, which assigns roles and emails a set-password link. See Invite Users to Client Portal.
Ban or restore a user
From the Users list you can:
- Ban a user to block their sign-in.
- Unban a user to restore someone who was banned before.
- View a user to open their full profile and per-account access.
Banning blocks sign-in across the board; revoking access (from the Accounts screen) removes a user from a single account.
Related
- Connect a ShipHero account: revoke or re-enable access per account.
- Settings feature guide: the Users screen in context.
- Invite Users to Client Portal: the automation behind an invite.