Invite and manage people.
Coming with the company portal.
Seats, roles, and who sees what.
01
Invite
Go to People, then choose Invite by email or Upload a CSV. Each invite uses a seat you have paid for; buy more seats in Settings if you run out. Duplicates and bad addresses are reported per row.
Company portal

02
Roles
There are two roles: Admin and Member. Admins see the company portal. Members see their own Carmen. Change a role from the row menu.
Company portal

03
Remove someone
Open the row menu and choose Remove. The person loses access and their seat opens for someone else.
Company portal

04
Add another admin
Invite the person the same way, then choose Make admin.
Company portal

05
Alerts
Set the address that gets every High risk alert.
Carmen emails the admin when 85 percent of the credit pool has been used, and again at 95 percent.
Company portal

If it did not work
- Invite not received: check spam, then resend from People.