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The Team screen (in the sidebar as Team) controls who at your company can sign in to the portal and what they can do. The header reads Team — “Manage who has access to your company portal.”
Company users / Team screen
Managing team members is Owner-only. Managers and Viewers can see the team list, but the Invite User button and the per-row actions menu appear only for Owners.

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The three roles

Four cards at the top count your team: Total Members (with active count), Owners, Managers, and Viewers.

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The team table

Search with “Search by name or email…” and filter by role (All Roles, Owners, Managers, Viewers).

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Inviting a team member (Owner only)

1

Open the invite dialog

Click Invite User. The Invite Team Member dialog explains: “Send an invitation to a new team member. They will receive an email with instructions to set up their account.”
2

Fill in their details

Enter First Name, Last Name, and Email, then pick a Role — each option shows its description (Owner / Manager / Viewer). All fields are required.
3

Send

Click Send Invitation. You’ll see “Invitation sent” — “[name] has been invited to join your team.” The person receives an email with a setup link and shows as Pending until they accept (the invitation expires after 7 days).

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Changing a role (Owner only)

From a user’s actions menu, choose Change Role, pick the new role, and click Update Role. You’ll see “Role updated.”
You can’t change your own role, and you can’t remove the last Owner — at least one Owner must always remain.

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Deactivating or reactivating (Owner only)

To revoke access, choose Deactivate from the actions menu. The dialog asks “Are you sure you want to deactivate [name]? They will no longer be able to access the company portal.” Confirm with Deactivate. Deactivation is reversible — an inactive user shows a Reactivate action.
You can’t deactivate yourself, and you can’t deactivate the last active Owner.