Invite your team and choose roles

1. 1Check your team places

   As an administrator, open Settings, then Team. The summary cards show members including the primary administrator, pending invitations and available places. Select the members or pending summary to filter the list, use the role cards, or search by name, email or role. Invitations reserve places. If there are no available places, Invite explains the limit. Only the platform owner can change rollout allowances, from Owner > Members > Manage team allowance. Return to Team after saving the allowance, or choose Refresh team if it is already open.

2. 2Choose Invite

   Select Invite team member and enter the person’s name and email address. Choose Send invitation. An invitation email is queued and a copyable link is shown. View invitation link on the pending card lets you copy it again. Invitations expire after seven days. The link opens Create account so a new recipient can choose a password and confirm the invited email. Existing users can sign in with that address instead. Then choose Join team. Use an account that does not already have its own business.

3. 3Choose the right role

   Administrator manages the workspace, billing and team. Billing handles membership and payment information. User manages business content and introductions, with no billing or team-settings access.

4. 4Review the team list

   The Add team member card stays first. Use the alphabetical sort toggle, search and refresh icon. Cards show role, access status and account or invitation dates. Administrators can email an active member a private sign-in link, or copy the sign-in page so the person can request their own. Sign-in links go to the member’s verified email; they are not exposed for an administrator to copy. Administrators can also change roles, cancel invitations or remove members after confirmation. Cancellation invalidates the invitation. Removal stops new workspace access. The primary administrator cannot be removed here. Each person retains separate account settings and security.

Still have questions? Contact support.