How to Invite a Team Member
1
Open Manage Users
Go to Settings → Manage Users.
2
Click Invite User
Select Invite User to open the invite form.
3
Enter their details
Type the person’s email address and set a temporary password for them.
4
Assign a role
Choose the role that matches their responsibilities. See the role descriptions below if you’re not sure which to pick.
5
Send the invite
Click Send Invite. The team member will receive an email with their login link and temporary password right away.
Invites are sent one person at a time. Repeat the steps above for each additional teammate you want to add.
Available Roles
Choose the role that best fits each person’s responsibilities. You can update roles later from Settings → Manage Users.Seat Limits
The number of users you can invite depends on your plan. If you’ve reached your seat limit, you have two options before you can send more invites:- Add more seats — upgrade your seat count from Settings → Billing & Usage
- Remove inactive users — deactivate users who no longer need access to free up seats