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.
Deactivating a user from your company in Ocerra
For data integrity, we do not allow removing users entirely from the system as it will remove the record of user actions. Please follow steps in this article on how to deactivate a user in your company in Ocerra.