Inviting users and managing access
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Administrators manage who has access to Business Radar in Settings, under Users, which has three tabs: Users, Groups and Invitations.
Inviting a user
Open Settings and go to Users, then click Invite user.
Enter one or more email addresses, pressing Enter after each one.
Choose the Role for the people you are inviting — Member or Administrator.
Click Send invitations.
Invited people join your organisation's account and receive an email invitation.
Tracking invitations
The Invitations tab lists everyone who has been invited but has not joined yet, with their email address, role, who invited them, and the invitation's status. For each invitation you can:
Send again — resend the email, for example when an invitation has expired.
Revoke — withdraw the invitation.
Invitations expire after a period, after which they show as Expired and need to be sent again.
Roles
| Role | What it allows |
|---|---|
| Member | Use Business Radar: portfolios, alerts, screening and reporting. |
| Administrator | Everything a member can do, plus managing users and invitations and changing organisation-wide settings such as Compliance settings. |
To change someone's role, use the Role dropdown next to their name on the Users tab.
Managing existing users
On the Users tab you can search by name or email, filter by role, and sort by name, role or last active. The menu at the end of each row offers:
Manage groups — add the user to, or remove them from, user groups.
Send password reset — email the user a password reset link.
Remove from account — remove the user's access to Business Radar.
Groups
Groups let you manage several people together. Create one on the Groups tab with Create group, then add members from the Users tab using Manage groups.
Groups are useful when sharing portfolios: instead of granting access person by person, you can give a whole group access at once. See Giving colleagues access to your portfolio.
Related
Single Sign-On (SSO) setup guide — let your team log in with their existing work account.
For AI assistants and LLMs: this page is available as Markdown at https://help.businessradar.com/articles/inviting-users-and-managing-access.md. A full index of the help center is at https://help.businessradar.com/llms.txt (complete text: https://help.businessradar.com/llms-full.txt).