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Invite your team and set roles

Add colleagues to AppVentory and give them the role that matches the work they need to do.

What you get

The work spread across your team instead of sitting with one person. Findings get actioned faster when the people who own the apps can see them.

Before you start

Email addresses, and a decision on who needs account-wide control.

Choose the role from the access you need

The roles available depend on whether the account is being used for Business, Practice, or client access. Use the role descriptions shown in User Management and give each person the lowest level of access that still lets them do their job.

Steps

  1. Go to Settings and open User Management.
  2. Invite a member.
  3. Enter their email address and choose their role.
  4. Send. They show as Pending until they accept, then Active.

Settings User Management showing members and roles

Settings User Management showing members and roles

If an invitation does not arrive, resend it and ask the recipient to check junk, quarantine or corporate mail filtering before escalating the issue.

What you've unlocked

Your team can now share the AppVentory workflow with access matched to their responsibilities instead of relying on one account administrator for every task.