How do I invite team members and manage access?

Audience: Customer
Module: Getting Started
Time to complete: 3 minutes
Applies to: Paid plans (role-based access)

Quick answer

You can invite team members by email and assign them roles that control what they can see and do in the app.

Step-by-step

1. Go to Settings or Team Management.
2. Click Invite user.
3. Enter the team member’s email address.
4. Assign a role or permission level.
5. Send the invitation.

What you should see

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

Common mistakes

• Assigning overly broad access too early
• Not reviewing permissions as roles change

Best practice

Give users only the access they need, then expand permissions as responsibilities grow.

Related articles

• What should I do after my first login?
• How do roles and permissions work?