Customer guide
Organization

Team management

Invite colleagues with their own login — synced as ERP contacts.

For: Organization owners
1

Add a team member

  1. Team → Add member
  2. Enter name, email, phone, designation, branch
  3. Set initial password
  4. Save — member provisioned as ERP contact under your org
2

Edit

Update details from Team → Edit. Changes sync to connected apps.

3

Remove

Removal deactivates the account (soft-delete). The member cannot sign in; ERP linkage is preserved for audit. See Account types.