Inviting your team

Add your colleagues and assign each of them the right role to control what they can see and do on the platform.

Invite a user

From the Admin Center:

1. Open user management.
2. Click Invite a user.
3. Enter their email address and choose a role.
4. Send the invitation — the user receives an email to set their password.

Roles and permissions

Roles determine access to hubs and to sensitive actions: a salesperson does not need the same rights as an administrator or a customer service agent. Assign each user the role that matches their job, and adjust permissions from the Admin Center if your plan allows it.

tip

Review your team's roles regularly, particularly when a colleague changes job or leaves the company.

Signing in with Google or Microsoft

Your colleagues can sign in to Metaventus with their work Google or Microsoft account, rather than with a dedicated password. This option is offered at sign-in time, from the login page.

Securing access with 2FA

Two-factor authentication (2FA) adds an extra check at sign-in — by SMS, authentication application or passkey. Enable it as a priority for accounts with sensitive access (administrators, billing).

For details of the available methods and the sign-in log, see Security and two-factor authentication.