Inviting Your Team

Goal

Invite collaborators and assign appropriate access for operational workflows.

Before You Start

• You are in the correct tenant workspace.
• Your user role can manage team settings.

Steps

1. Navigate to Settings > Organization.
2. In the embedded organization settings, open the team/member management area.
3. Click Invite Members.
4. Enter one or more email addresses.
5. Select role(s), then send invitations.
6. Monitor pending invites and accepted members in the same area.

Expected Result in Formul

• Invitations are issued and tracked.
• New members can access tenant workflows based on assigned roles.

Why Role Assignment Matters

• Permissions shape who can create, edit, and post operational transactions.
• Overly broad access increases risk of accidental inventory or order changes.
• Overly narrow access creates operational bottlenecks.

If Something Looks Wrong

• If invites are blocked, verify your permissions.
• If members cannot access pages, verify role scope and tenant membership.

Next Step

Start operational setup in Manage Overview.

Tip

Assign least-privilege roles first, then expand access only when workflow responsibilities require it.