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Inviting your team
Team members are people with user accounts who can log in to your workspace. Each team member uses one seat on your subscription.
How to invite a team member
- Go to Settings > Users from the main menu. You can also invite from the Contacts page.
- Click "Invite" or the invite button.
- Enter the team member's email address.
- Select a role. Choose from Owner, Admin, Member, or any custom role you've created. The role determines what the team member can see and do in the workspace.
- Send the invitation. The invitee receives an email with a link to accept and join your workspace.
What happens after the invite is accepted
- The invitee clicks the link in the invitation email.
- The invitee creates their account (or logs in if they already have one).
- The new team member can now log in through your workspace subdomain and access everything their role allows.
Custom roles and permissions
Roles are created and edited from Settings > User roles. Each role defines exactly what members assigned to that role can see and do.
- Go to Settings > User roles.
- Create a new role or edit an existing one.
- Set permissions per area. Each role has granular permissions that control view, create, edit, and delete access across every area: projects, tasks, invoices, proposals, contracts, forms, contacts, files, time tracking, automations, and settings. A role can allow creating invoices but not deleting them, or viewing contracts but not editing them.
- Save the role. Changing a role's permissions immediately applies to every team member assigned to that role.
Because permissions are granular, two team members can have completely different access levels. A project manager might see everything, while a contractor only sees the projects they're assigned to. New roles can be created at any time, and existing roles can be updated without affecting the invitation flow.
