Invite other users to your organization on Primary Record 

After setting up your organization with Primary Record, you can invite other users.

1. On a mobile device or computer, open a browser, and sign into Primary Record.
2. In the top right corner, click your organization’s name.
3. Click Users > Add users.
4. Fill in their name, email, an invite message, and what user role they’ll have:
   • Owner: Defaults to the person who created the organization.
     • Controls the whole organization, including billing, user roles, and account closure.
     • Only one user can be the owner.
   • Administrator: Can access the entire organization.
     • Can manage settings, invite users, assign roles, and oversee all client records.
     • Cannot transfer ownership or delete the organization.
   • Agent: Limited access.
     • Can access assigned client profiles, view resources, and contribute to client communication.
5. Click Save.

You can control which clients each user can view by using category tags.