To access where you can add, remove or set roles.
From the Left Main Menu - Setting - User Management
Under Roles and Access, select a Role for your new Internal User.
Make sure the settings are configured to your liking. You may add a new, custom role if necessary.
Click on INTERNAL USER LIST, type in their email address, select their role, and then click Invite.
If your new team member doesn't have a Fohlio account yet, they will receive an email asking them to reset their password.
Important:
When you send an invitation to an internal user who doesn't have an account yet, an account will be automatically created for them, along with a password. They will not be asked to create a new account.
Once they accept your invitation, their name will appear on the list inside People > INTERNAL USER LIST.
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