...
Detailed information on configuring custom roles and access can be found under Manage Roles and Access
Creating New Users
To invite a new user navigate to: Administration → Manage Users
Click 'Invite User', and select the entity and permissions
In the example below, the business partner, Virsae Direct, is inviting a normal (business partner) user to 'Virsae Direct'. Alternatively, they could also invite customer users, by choosing one of their customers from the entity drop-down.
The user will be sent an invite link, which they must activate in the next 24 hours, before it expires.
Once the user has accepted the invite, the administrator can further configure their access and assign them specific roles as needed.