This article covers:
Inviting a New User
The easiest way to invite a user is to open up the Copper web app and click the Invite button on the purple sidebar.
You'll get a popup asking who you would like to invite:
To customize the user's invite, click the "See options":
This shows more options such as making that user an admin, allowing/disallowing them to export data, and allowing/disallowing their Google sync.
The new user will receive an invitation email.
You can also invite new users by going to Settings > Account Settings > Company & Invite New Users > Invite users. This is also where you can edit users or re-send an invitation email.
Who can invite new users?
By default, any Copper user can invite another user.
Admins and Account Owners have access to a checkbox for "Only allow Account Owners and Admins to invite new users" - this allows them to block regular-level users from inviting additional users.