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  1. Go to Settings → Users and select New User.
  2. Enter their name, email, phone, and role.
  3. They receive an email with a temporary password, shown as Pending Invite until they sign in and set their own.
From the Users list, filter by role or status, search, edit anyone’s profile or role, and deactivate/reactivate access without deleting their history.
The Groups tab is for organizing your team into named groups — by crew, region, or however makes sense to you — for easier filtering and for @mentioning a whole group at once in a note. It doesn’t carry its own custom permission set; every user still has exactly one of the four roles above regardless of which groups they belong to.