Skip to guide
Documentation/Invite and manage people

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
backgrounder.com/app
People and their connection status
People and their connection status · Company portal preview
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
backgrounder.com/app
People and their connection status
People and their connection status · Company portal preview
03

Remove someone

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

Company portal
backgrounder.com/app
People and their connection status
People and their connection status · Company portal preview
04

Add another admin

Invite the person the same way, then choose Make admin.

Company portal
backgrounder.com/app
People and their connection status
People and their connection status · Company portal preview
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
backgrounder.com/app
The company alert address
The company alert address · Company portal preview

If it did not work

  • Invite not received: check spam, then resend from People.

Preview