---
title: "Inviting and managing users"
slug: "invite-users-to-madkudu"
updated: 2025-12-30T13:51:58Z
published: 2025-12-30T13:51:58Z
canonical: "help.madkudu.com/invite-users-to-madkudu"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.madkudu.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Inviting and managing users

## **Prerequisites**

- You are a HG admin user

## **Invite users**

1. Sign in to [HG app](https://app.madkudu.com/)
2. Navigate to **Settings** > **Users**
3. Click **Add new user**
4. Enter******email,******select******team,******select******role**
  - The role determines the level of access and permissions the user will have.
  - The team determines the book of accounts
  - A Sales user will have access to HG Copilot only. Admins have more permissions such as the ability to add new users, to configure the Copilot and to change the layout. [Learn more about roles, permissions and teams here](/v1/docs/user-roles-permissions).
5. Click on **Invite users**

Every user invited will **receive an invitation email from HG** that they need to accept. Once they have created their account they will be able to access HG App or HG Copilot depending on their role.

In addition to inviting users to your account, you can also allow Sales users to automatically join your account to access HG Copilot. They’ll be able to join from the Copilot login page. To turn this auto-join setting on, navigate to **Settings** > **Authentication** or [learn more about auto-join](/v1/docs/enabling-auto-join-for-copilot).

To invite multiple users at once, please send us a CSV with the columns **email**, **name**, **team**, **role** and **salesforce account owner field** if they are assigned an account with another field than ownerID and send it at customersupport@madkudu.com

## **Change permissions**

To change the role of a user, simply select a different role.

[Learn more about roles, permissions and teams here](/v1/docs/user-roles-permissions).

## **Delete users**

To delete a user, click on the bin next to their email address. They will not be able to log into HG anymore.