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Team members
Invite the people you work with to your workspace in Settings › Members.
Invite someone
- Open Settings › Members.
- Under Invite a member, enter their email and pick a role.
- Choose Send invite.
They're emailed a link to join. If they don't have an account yet, they make one first. Invites expire after 7 days; send a new one if it runs out.
Roles
| Role | What they can do |
|---|---|
| Owner | Everything, including the plan, billing and deleting the workspace. The person who made the workspace. |
| Admin | Everything except the plan, billing and deleting the workspace: clients, estimates, invoices, documents, payments, settings, members and API keys. |
| Team member | Sees clients, estimates, invoices and documents, but can't create, send or change them. |
New members join as Team member unless you pick another role. Change someone's role or remove them from the members list.