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Team

How to invite a team member

Add a team member from Team, choose their role, and send the invitation only when the details are correct.

Updated

For: Owner, Admin

Before you start

  • You need Owner/Admin access to manage Team.
  • Do not send invitations, approve weeks, or change statuses when you are only reviewing.
  • Use realistic US-market data when you need to add services or notes.

1. Open Team

  1. Go to Settings.
  2. Open Team.
  3. Review members, role, status, and rate before adding someone.
1. Open Team

2. Complete the invitation

  1. Click Add member.
  2. Enter first name, last name, and email.
  3. Choose the right role before sending.
2. Complete the invitation

3. Send only when ready

  1. Check that the email has no typo.
  2. Confirm the role is correct.
  3. Click Send invite only when you want to send the email.

Statuses and options you may see

Owner

Meaning: Manages the account and main options.

Next step: Use this role only for someone who should control the business.

Member

Meaning: Can work from assigned areas.

Next step: Use this role for operational staff.

Active

Meaning: The person can appear in assignments and reviews.

Next step: Keep it active if they still work with you.

Send invite

Meaning: Sends the access email to the new member.

Next step: Do not click it until details are reviewed.