Skip to main content

Invite your team and set what they can do

45-second outcome guide. Sound is optional; captions and the text path contain the same instruction.
The recording is being refreshed from its acceptance test. The verified text steps below remain available now.

Read it instead

Invite your team and set what they can do

Open the team page to bring coworkers into the workspace. Invite each person by work email with the role that matches their job: full access for admins, operational access for processors, and read-only for viewers. Review the role list before sending so nobody arrives over-privileged. Role changes and sign-ins appear in the audit log for later review. Next, see your plan and pay your bill.

What to notice

  1. Invite by work email with a role
  2. Admin, processor, or viewer
  3. Role changes in the audit log

Next, see your plan and pay your bill.

© 2026 SignalEDI Inc. All rights reserved.