How to Invite Your Team and Assign Roles

Last updated on: 05 Nov, 2025

Dreamcount is designed for team collaboration. Inviting your colleagues is a simple process and allows you to assign them specific roles to control what information they can access.

Step 1: Go to User Settings

In the main menu, navigate to Settings > Users & Roles.

Step 2: Click on "Invite User"

In the top-right corner, you will find the button to add a new member to your organization.

Step 3: Fill in the Details

You will need to provide the following information:

• Full name of the team member.
• Email address: The invitation to join will be sent to this address.
• Role: Select the role that will determine their permissions (e.g., Administrator, Salesperson, Accountant).

Once sent, your colleague will receive an email to set up their password and access Dreamcount. It's that easy!