Pinnacle 21

Administration

How to create Groups and set up the Rule Designers group for custom rule authoring.

Managing Groups in P21E

Creating and managing users, their permissions, and assignments

User Management, Roles, & Assignments

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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