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Only Owners and Admins can invite team members.

Send an invite

  1. In the sidebar, go to Authorization > Accounts > Users.
  2. Click Invite user.
  1. Enter the person’s Email address.
  2. Choose a Role: Member, Admin, or Owner.
  3. Click Send invite.
What happens next depends on whether that email already has an account:
  • New email — the person receives an invite email with a link. They follow it, set a password, and join your company. You’ll see a toast confirming Invitation sent, and the invite appears under outstanding invitations until they accept it.
  • Existing email (e.g. they already have an account from another company) — they’re added immediately, with no email step. You’ll see User added instead, and they’ll appear straight away in the Users list.
Invite links expire after 7 days. If someone doesn’t accept in time, resend the invite from the Users page.

Roles

RoleCan do
OwnerFull control of the company, including billing
AdminManage team members, roles, and content — everything but billing
MemberStandard access to the company’s content; no admin tools

Managing existing members

From the Users page you can also:
  • Change a member’s role — use the role dropdown next to their name.
  • Resend or re-invite — for a pending invitation that hasn’t been accepted yet (re-invite refreshes an expired one).
  • Send a password reset email — next to a member’s email address.