Skip to main content
Control who can see and change commission data here, and confirm which role each user has.

​
What you can do on this page

  • Invite users to your organization (individual or bulk).
  • Grant or revoke roles that control access across the app.
  • Bulk update roles across many users.
  • Prevent lockouts by confirming risky self-role changes.
  • Troubleshoot missing access by verifying a user’s assigned roles.
  • Writes: role updates change org-level access immediately after the update completes.
  • Safety checks: Core8 blocks removing a user’s last remaining role and prompts for self-demotion confirmation.
  • Downstream impact: role changes gate visibility of Commission, Data Hub, and Settings pages.
  • How to verify: see How to verify a role change took effect below.
  • If it fails: review the error message for safety/permission blocks and confirm you still have manager access.
Users and permissions

​
Access

  • Open Settings → Users (in the header dropdown).
  • URL: /{orgId}/users
This page is manager-only. If you don’t see Settings in the header, you likely don’t have the Manager role.

​
Invite users

You can invite users individually or via bulk invite. After invite, users appear in the list with their roles.

​
Manage roles

Core8 uses organization roles (for example, manager and sales roles) to gate access across:
  • Commission pages (dashboard, status, plans, assignment, reports)
  • Data Hub pages
  • Settings pages
Role changes apply immediately after update. Users can have multiple roles. Core8 blocks updates that would remove the last remaining role from a user (“at least one role must remain assigned”).

​
How to verify a role change took effect

  • Refresh the page and confirm the user’s role(s) reflect the change.
  • Have the user reload the app and confirm they can (or can’t) access the gated area (Commission / Data Hub / Settings).
  • If the change was meant to unblock an action, retry the action after refresh (for example: exporting reports, approving a plan, editing overrides).

​
Safety: self-demotion

If you remove your own manager role, Core8 prompts for confirmation to prevent accidental lockout.

​
Bulk actions

Use selection + bulk actions to:
  • add/remove a role across multiple users
  • revoke access for multiple users (where permitted)

​
Common issues

  • I do not see Settings / Users & Permissions: you likely do not have the Manager role (ask a manager to grant access).
  • I cannot remove a role: Core8 prevents leaving a user with zero roles. Assign at least one role before removing another.
  • I removed my own manager access: another manager must re-grant it (or contact support if you are locked out).