Settings

Team & Access

Who can sign in, what role they have, and which centres they see.

Settings → Team & Access
Fig. 49Settings → Team & Access

Invite someone

  1. Press Invite team member.
  2. Enter their name, email and job title.
  3. Pick a role, then any extra areas under Also give access to. See Roles and permissions.
  4. Allocate centres (managers, Marketing and Reporting see every centre automatically).
  5. Send. The invitation link stays live for three days.

Managing people

  • Filter by Active & invited, Active, Invited or Disabled, and by centre.
  • Each row shows the role, centres, status and when they last signed in.
  • Edit changes someone's name, job title, role and centres. The job title is what the consultant's position placeholder ({{consultantposition}}) prints when that person sends a message. Leave it blank and it prints their role, for example "CRM manager". Someone already signed in sees a new title after they refresh the page.
  • Resend invite for anyone who hasn't signed in.
  • Disable ends their sign-in everywhere and keeps their history. Re-enable later if needed.

Updated 2026-11-06 · nurtra.ai