How do I add and manage team members?

Audience: Customer

Module: Team & HR

Time to complete: 5 minutes

Applies to: Paid plans (role-based access)

Quick answer

You can invite team members by email and assign them roles that define what they can see and do.

Step-by-step

1. Go to the Team & HR module

2. Select Add team member

3. Enter the user’s email address

4. Assign an appropriate role

5. Send the invitation

What you should see

The invited user receives an email with instructions to join your workspace.

Common mistakes

• Giving new users too much access

• Forgetting to remove access when roles change

Best practice

Start with minimal access and expand as needed.

Related articles

• How do roles and permissions work?

• How do I assign responsibility and accountability?