User management is the responsibility of your organization's admin team, not Loctax. Your admins invite users, decide their access and remove them when they leave.
Steps
Open the organization menu, select Organization settings, then Users.
Select Invite new users and enter your colleague's first name, last name and work email address.
Choose a role that matches their responsibilities. Alongside the standard roles, you see custom roles configured by your organization.
Choose the legal entities your colleague needs to access. Alternatively, give access through one or more business units: these include the entities whose Business unit field is set to the selected units, so check those assignments first.
If your colleague needs the AI Assistant, assign a license.
Review the details and select Invite.
The role controls what your colleague can do. Entity or business unit access controls where they can do it.
If the invitation doesn't arrive
Ask your colleague to check their non-priority inbox and their spam or junk folder.
Before opening the invitation link, they should sign out of any Loctax demo environment they're still signed into. Otherwise, opening the invitation may result in an error.