Learn more here about user management in Holded

Would you like to give access to your consultancy? If it still does not appear in our Marketplace, learn here how to invite it, or consult this article to find out how to manage access to your account

How to invite new users to your Holded account

1. From Settings > Company account > User management, click + Invite users 
2. In the pop-up panel, type the email address of the user you want to invite 
3. Click the dropdown to choose the user's role:

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   1. System roles: the most common roles already predefined in Holded:
      1. Administrator: with access to the whole account
      2. Finance: manage sales and purchases documents, finances, and more
      3. Sales: full access to sales and opportunities
      4. Inventory: purchase and sales orders, shipments, products, stock, settings, and more
      5. HR: full access to team data
      6. Project member: access to projects
      7. CRM member: access to CRM
   2. Custom roles (if you have previously created them): those roles customized from the predefined roles and that best suit your needs

   Learn here how to create and assign roles here or watch this Step-by-step video to learn how to create and assign custom roles

   You can also activate the Guest option to give limited access only to the team zone

4. Click Invite to confirm the action

Check the number of invitations you have in +Invite users and improve your plan to extend it