How to invite new users and manage existing ones?

When the first user signs up for Horizons, they are automatically assigned the role of Admin, granting full access to all features and data. But managing a global workforce often requires collaboration. Whether you need help onboarding a new hire or approving requests from international employees, additional users can be added to your account as needed.

You can manage all users in the Users section of your Account Settings.


1. Invite New Users

Admins can invite new users and manage existing ones directly from the Users page in the account settings.

To invite a new user:

  1. Go to Account Settings > Users.

  2. Click on Invite User.

  3. Enter the user’s name and email address.

  4. Choose a role for the user: Admin or Manager.

 

Role Options

Admin
The user will have full access to all data and features, including the ability to invite and manage other users. This role is recommended for small teams or those who need broad access to manage operations.

Manager
This role is more limited and is ideal for users responsible for specific tasks, such as approving leave or expense requests from their direct reports. You can grant Managers additional permissions to access HR or financial functions if needed.



2. Change Existing Users

If a team member’s responsibilities change, you can easily update their access level:

  1. Go to the Users page in your Account Settings.

  2. Click Edit next to the user you’d like to update.


 

  1. A pop-up will appear where you can change their role or update their personal information.


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