How to invite new users

Learn how to add users from your organisation to your plan

If you need help upgrading your subscription or adding users, please email support@firmable.com

Prerequisites

You are on a Teams or Teams Pro plan with Firmable. If you’re on an Individual plan and want to invite additional users, email support@firmable.com to upgrade.
You are an Admin, Billing, or Manager role type.

Access your Firmable account, navigate to Manage account in the top menu, and click on Users and permissions.
Click on Users in the left menu.
Click on the Invite user button, enter the email addresses of the individuals you want to add to your organisation, select the desired Role, and then click on Send invitations. If you want to invite multiple users, enter or paste one or more email addresses, separated by spaces or commas.

Role types:

Admin: Full platform access including access to integrations, credit management, and ability to add/edit users.
Standard: Standard platform access including ability to search, view, and export data.
Integration: Limited user access for integration set up only (no platform access to search and export data). If you need to manage an integration and have platform access, apply the Admin role.
Billing: Limited user access to update payment details, view invoices, and add/edit users (no platform access to search and export data)
Manager: A combination of the Integration and Billing role types (no platform access to search and export data).
Partner: For Firmable-certified partners to access your account. Same permissions as a Standard role. If you need to check the status of a partner, email support@firmable.com.

Invited users will receive an email containing an Accept invitation button. Clicking on this button allows them to join the Firmable organisation and complete their user setup.

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Note: Additional users will incur extra charges, calculated pro-rata based on the remaining time in your billing cycle.

If you need help upgrading your subscription or adding users, please email support@firmable.com