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Inviting Team Members
Before you start
Section titled “Before you start”Make sure you have at least one Policy set up before inviting users. A Policy defines what a user can see and do in the platform. If you haven’t created one yet, start here:
How to Create an IAM Policy
How to create a user
Section titled “How to create a user”- Go to Identity & Access in the left sidebar
- Click + Create User in the Users card
- Enter the person’s Email address
- Enter their Full name (optional but recommended)
- Select the User Type:
- Human — a regular team member who logs in with their own account
- Kiosk — a shared terminal account with a dedicated kiosk interface
- Bot — a service account for automated processes
- Click Save
The person will receive an email invitation to set their password and log in.
Assigning a Policy
Section titled “Assigning a Policy”After creating the user, assign a Policy to control their permissions:
- Open the user by clicking Edit
- Scroll to the Policies section
- Click + Add Policy and select the appropriate one
- Save
User Types explained
Section titled “User Types explained”| Type | Use case |
|---|---|
| Human | Regular staff member — full login with personal credentials |
| Kiosk | Shopfloor terminal — simplified interface, shared device |
| Bot | Automated service account — no login, API access only |