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Invite your team

Invite people to your company by email, choose whether each is an admin or a member, and manage invitations.

Updated

Admins invite people from Settings › Access. Each person gets an email with a link to join your company.

Invite people

  1. Open Settings, then Access.
  2. Choose Invite.
  3. Under Emails, enter one address or several, separated by commas or new lines.
  4. Under Role, choose Member or Admin.
  5. Choose Invite (it reads Invite 3 people when there are three).

If an address can't be invited, it stays in the box with the reason, and the others go out.

Admin or member

  • Admin: can change settings and invite people. Admins can use everything.
  • Member: uses the everyday modules. Their own work is on to start with; an admin can switch on more for them later with Permissions in the person's menu.

Joining

The person opens the link in their email, chooses a password and chooses Join. They arrive in your company, signed in.

Managing invitations and people

Open the menu at the end of a person's row in Settings › Access:

  • Copy invite link gives you a fresh link to send yourself. It replaces the one in their email.
  • Resend invite sends the email again.
  • Make admin and Make member change their role.
  • Remove takes them out of the company. Their mailbox stays until you delete it in Mail.

The owner also sees Make owner and Transfer ownership.

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