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Getting Started · · 2 min read

Inviting your team and assigning roles

Invite teammates one at a time, in bulk or with a company invite link, then give each person a role and the connector access they need.

What it’s for

Bring your teammates into Snowfire and give each one the role and connector access they need.

Before you start

  • You need the Admin role. The person who creates the company becomes its first Admin.
  • Have the work emails of the people you want to invite.
  • Decide each person’s role and connector access. See User access control.

Steps

Invite people by email

  1. Go to Settings and open the Users tab. User management lists everyone in your company.
  2. Choose Invite Users.
  3. Under Email addresses, enter one or more work emails, separated by commas. The form counts the addresses it detects.
  4. Under User role, choose Standard user or Connector only access.
  5. Optional: under Connector access, select connectors and a permission level for everyone you invite.
  6. Choose Invite users.
Settings, Users: User management table with four people, their roles and statuses, and an Invite Users button
Settings, Users: User management.
Bulk user invite form with an Email addresses box and a User role choice of Standard user or Connector only access
Invite Users: add email addresses and choose a role.

There are limits on how many invitations you can send in an hour.

Or share the company invite link

  1. In Settings, open the Organization tab and find Company invite link.
  2. Choose Copy link and send it to the people you want to join.
  3. To stop an old link working, choose Rotate. It makes a new link.
Company invite link card with the invite URL and Copy link and Rotate buttons
Settings, Organization: the Company invite link.

Assign a role

Every user has one role:

  • Admin: manages users, the company and connectors.
  • Standard User: uses the product day to day.
  • Integrator: works on connectors, Profile and Settings only. The invite form calls this Connector only access.

Give connector access

A role does not open data on its own. Each person also needs an access level on each connector.

  1. Open the connector from Data Management and choose the User Access tab.
  2. Select one or more people.
  3. Choose their permission level.

See Connector-level access control.

Check and fix

People you invite show the Invited status on the Users page until they join. Search the page, and filter by role, status or last login. Switch between cards and a table, or download the list.

ProblemFix
The invite form shows 0 email addresses detected.Separate the addresses with commas.
A person joined but sees no data.Give them access on each connector they need. See Limiting which users can see a connector’s data.
An old invite link is still being shared.Choose Rotate on the Company invite link.

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