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The Users page (/users) is where you invite teammates to your account and manage everyone who already has access. Every invited teammate is a shared user — a separate login tied to a role that controls what they can see and do, distinct from your own account (the Owner).

Inviting a user

1

Open the Invite Users drawer

From the Users page, click Invite User in the top right.
2

Enter the teammate's name and email

Fill in User’s Name and Email Address. Both are required before you can send the invite.
3

Choose a role

Pick a role from the Choose Role dropdown. The panel below it updates immediately with a live Can / Cannot breakdown for whichever role is selected — see Roles & permissions for what each of the six roles grants.
Invite Users drawer with User's Name set to docs-v2-test-user, Email Address set to docs-v2-test-user@example.com

The Invite Users drawer filled in with a name, email, and the default Viewer role's live permission preview

4

Turn on Tag-based Permission (optional)

This toggle only appears for accounts on a plan that includes the tag-based permissions feature.
By default, an invited user can see every QR Code in the account. If your plan includes this feature, a Tag-based Permission switch appears below the role picker — turning it on reveals an Assign Tags multi-select plus an Include access to untagged QR Codes checkbox (checked by default), so you can scope a shared user down to only the QR Codes carrying specific tags.
Invite Users drawer with the Tag-based Permission toggle

Tag-based Permission turned on, revealing the Assign Tags and Include-untagged controls

5

Send the invite

Click Send Invite. The invitation link is valid for 7 days — a success toast confirms this, and the invite date shows up in the Users table.
An invited user starts in Pending status until they accept the invite. Click Resend invite on their row at any time if the original email didn’t arrive or has expired.

The Users table

Every teammate you’ve invited shows up in a table with these columns: Filter the table by Roles or Status using the two filter buttons above it, or search by name.
Users table showing one pending invite for docs-v2-test-user, its row checkbox checked

A pending invite in the Users table, with the row selected to reveal the bulk-actions toolbar

Bulk actions

Select one or more rows with their checkboxes to reveal a floating toolbar with three bulk actions:
  • Change Role — opens a small dialog to assign a new role to every selected user at once
    Change Role (1) dialog with the text 'Assign a new role to the selected users,' a Select role dropdown

    The bulk Change Role dialog for one selected user

  • Deactivate — only affects users with Active status; pending invitations are excluded from a bulk deactivate even if their row is selected
  • Remove — permanently removes the selected shared user(s) from your account, after a confirmation
    Small confirmation popover anchored to a row's trash icon

    The confirmation popover for removing a single user

Per-user tag permissions

On accounts with the tag-based permissions feature enabled, each row’s Tag Permissions column has an Edit link opening a small Tag Permissions dialog — the same Tag-based Permission toggle (and, once turned on, the same Assign Tags and include untagged options) available at invite time, editable after the fact, with Cancel/Save buttons.
Tag Permissions dialog for one user, showing a Tag-based Permission toggle (off) and Cancel/Save buttons

The per-user Tag Permissions dialog, opened from a row's Tag Permissions column

Exporting the list

Click Export in the page header to download a CSV of every shared user on the account — including the account Owner — with columns for role, invite/acceptance timestamps, status, tag permissions, MFA status, QR Codes created, and last login.
  • Roles & permissions — what each default role grants, and how custom roles work
  • Activity — what these shared users have been doing, once they’re active
  • Logs Export — download that same activity as a CSV
  • Single Sign-On — on SSO-login accounts, the MFA column above is hidden entirely since the identity provider handles authentication