Read the access, setup and release requirements in this guide before relying on this feature.
Invite someone to the right workspace
An owner or approver can manage the team for an authorised business. Open Settings → Team, select the business and use the invitation form.
- Enter the intended person's email and name.
- Choose the role needed for their work.
- Review the business and recipient before sending.
- Check the invitation status rather than assuming the person has joined.
- After acceptance, confirm their membership and role.
The Invitations out area records outstanding invitations. If access is wrong, correct the membership through the available management action; forwarding another person's invitation is not an access-management process.
Client portal invitations follow the client-access workflow managed by NRS, rather than granting a client an agency publishing role. Tell NRS whether the person needs to read reports, manage client information or work as a console team member.
Never share a staff login to avoid an invitation problem. Roles and permissions explains the distinction between the two workspaces.