Invite a member
- Open Settings → Members — full UI details in Manage members
- Enter their email and assign one or more roles
- Send the invite and confirm they land in the correct workspace
After they join
- They only see enabled modules for the tenant
- Within those modules, role permissions decide create / read / update access
- Set their default landing page under Start modules per role when their job has a dedicated homepage
- Point them at this Knowledge Base with a module-filtered link from Help in the app — start with Welcome to EDGE Sword
For a deeper explanation of RBAC, see Roles, permissions, and RBAC. Run a quarterly review with the Workspace security checklist.