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Inviting your team

Team members are invited by email and given a role that decides what they can see and do.

  1. Open Team from the top bar and choose Invite teammate.
  2. Enter their email address and pick a role: Manager, Staff, Fulfillment, Virtual Assistant, Developer, or a custom role.
  3. They receive an email invitation; pending invites are listed until accepted.
  4. New members land in the public rooms automatically. Add them to private rooms individually.
  5. A member only becomes billable once they are active, so inviting the whole team costs nothing until they actually use it.
Worth knowing

Removed teammates appear under Removed access, so there is always an audit trail of who had access and when it ended.


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