To invite new users to Ocerra, you should have an "accountant" or "supervisor" role.
In Ocerra, select the company you would like to invite new users to. E.g.:
Then navigate to
- Settings – Users on the menu
- Click +Invite User button
A pop-up form will be shown, e.g.:
- Send invite. They will receive an invitation email from you to join Ocerra.
For data integrity, a user cannot be deleted. However, you should deactivate them instead. Please follow the steps in this article on how to deactivate a user in your company in Ocerra.