Invite users

Go to Settings, then Roles.

Enter the email address of the team member you want to add, then use the dropdown to assign their role.

As the account creator, you start as owner and are automatically assigned all the roles.

In very small companies, RequestManager may be managed by one person; but for most companies, we suggest assigning a different team member for each role.

Roles are defined as follows:

Owner: Creates account, assigns additional users, sets up/modifies templates and request page

Administrator: Assigns and manages users, sets up/modifies templates and request page

System User: Receives and fills data requests

System Manager: Receives and fills data requests, may modify templates