Getting started
Invite and manage your team
Add members, assign roles, and manage workspace access.
5 min read
Organization administrators can invite colleagues from Settings → People. Each member receives an email invitation and must verify their address before accessing the workspace.
Roles and permissions
Reinfora uses role-based access so members only see the clients, schedules, and tools required for their job. Administrators can adjust roles and deactivate accounts when someone leaves the organization.
- Assign the least privilege needed for each role.
- Remove access promptly when employment ends.
- Use shared accounts only when your organization's policy explicitly allows it.