Users

A User is a person who can sign in to Caraer. Users may have different responsibilities, teams, and permissions.

Invite and manage Users

When someone joins your organisation, invite them with the access they need. When someone changes role or leaves, review or remove their access promptly.

Access may control whether a User can view, create, edit, or remove information. A User may be able to view a Record without being allowed to edit it.

Access questions

Before inviting or changing a User, consider:

• what information they need to view;
• what information they need to create or edit;
• whether they need to manage Relations, Activities, or Views;
• whether they need to run or change Automations;
• whether they need administrator access.

Use Teams, Suites, Scopes, and Authorisations to understand how access can be organised in your workspace.

Review Users regularly

Review access when someone joins, leaves, changes team, or changes responsibility. If a User cannot see or edit something, contact your Caraer administrator or representative.