Manage users and subscription access

Your team gets into the Portal the way you did: an invitation by email, then a password they set themselves. Sending one is an address, a role and a click.

Before you start

• You are signed in as a client. Invitations go out from the Users list.
• Have the person's email, the role they need, and for a client or a manager the company they belong to.
• The role decides what they see. Pick it before you send: it is fixed once the invitation is out.

Steps

1. Open the Users list and click Invite User.
2. In the Invite User dialog enter the Email and pick the Role: Admin, Manager, Developer or Client.
3. For a client or a manager, pick the Company (required).
4. For a manager, leave Full access ticked to cover every current and future project of that company, or clear it and tick projects yourself. Select all current projects ticks them in one go.
5. Click Send Invitation.
6. The person keeps the badge Invited until they open the link and set a password. Resend on their row sends it again.

Who sees Billing

Billing visibility is not a per-user permission and there is no toggle for it. The Billing sidebar item and the project billing tab appear only for an account whose only role is client. Give that account any staff role and billing leaves their navigation. That is the whole rule: to let a colleague pay and change the plan, invite them as a client and nothing else.

Changing someone's role afterwards, or shutting an account down, is ours. Ask Vision Pitch, with the person's address and what they need.

What you see when it worked

An invitation confirms with Invitation sent successfully to the address and role, and the person appears in the list with the badge Invited. Once they sign in the badge reads Active. An account that has been shut down reads Deactivated. A resend shows Invitation resent to the address.

If it does not work