Add users and set what they can do

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Adding someone. Open Admin, go to ⟦Brukere⟧ under Personer, and invite them by email address. They get an invitation and set their own password, so you never handle it.

The User Management control

Deciding what they can do. Access is set by role rather than per person. Under Access, ⟦Rolletilgang⟧ controls which pages and which capabilities each level of user gets: who can see invoices, who can delete records, who can mass-update data. Change the role and everyone at that level changes with it.

This is the answer to almost every "why can my colleague not see X" question: the page is switched off for their role. Check Rolletilgang before assuming something is broken.

⟦Team⟧ group people for assignment and reporting. Use them to reflect how the company actually works (by region, by desk) rather than mirroring the org chart for its own sake.

Changing someone's details. Rediger bruker in the row menu on ⟦Brukere⟧ opens the form. Clicking the person's name opens their own page, which has the same form on it, so you can read what they own and correct their details without going back to the list.

Their profile photo. Open a person from ⟦Brukere⟧ with Rediger bruker and use Bytt bilde to set or replace their picture. You crop it in place, and it saves on its own rather than waiting for Lagre endringer. People can always set their own photo from their profile; this is for filling the gaps, which matters when an email template carries the sender's photo.

Removing someone. Deactivate the user rather than deleting them where you can. Their name stays readable on the records and activities they created, so the history still makes sense, while their access ends immediately.

Before removing anyone, reassign what they own. Customers and open opportunities with a departed owner quietly stop appearing in the "my records" views everyone actually works from, and nobody notices until the deal is cold. Their profile counts exactly what that is: see See what a colleague does and whether they still use it, which also shows when each person was last active.

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