Quick answer: Sidebar > Admin > Users > Invite User (Org Admin only). For a step-by-step walkthrough with screenshots, see the detailed invite-user article.
Three ways to bring people in
- Email invite - one user at a time, you pick the role + initial apps
- Bulk invite - paste up to 50 emails, all get the same role
- SSO + JIT - if your tenant has SSO with JIT provisioning enabled, users get created automatically on their first SSO login (no invite needed)
Seat limits
Your plan determines how many users you can have. Sidebar > Admin > Billing > Plan shows your current seat count and how many you've used. If you're at the cap, the Invite button is greyed out - upgrade the plan or remove inactive users first.
Removing a user doesn't delete their data. Records they created, deals they owned, tickets they handled - all stay in the tenant. Only the user account is deactivated (soft-deleted, can be restored within 30 days).