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Invite Users to Level
Invite Users to Level

Learn how to invite new users to your Level account and assign them appropriate roles.

Updated over 2 months ago

To invite users to your Level account:

  1. Click on your account picture in the top-right corner

  2. Select "Team" from the dropdown menu

  3. On the Team page, locate the Plus (+) button

  4. Click the Plus button to open the invitation dialog

  5. Enter the new user's email address

  6. Select the appropriate role from the dropdown menu

  7. Click "Send Invitation"

The invited user will receive an email with instructions to set up their Level account. They will automatically be assigned the role you selected upon accepting the invitation.

Remember to choose roles carefully to ensure users have the appropriate level of access for their responsibilities within your organization.

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