Adding a person to your account takes about a minute. Deciding what they can reach takes longer, and that is a separate article.
Send the invite
- Go to Settings from the sidebar
- Click Team
- Click Invite Member
- Enter the person's email address
- Pick a role
- Click Send Invite
What they receive
An email invitation with a link to join your business. When they open it they either sign in with an account they already have or create one, and from then on your business appears in their account.
They do not need a separate licence, a download, or anything from us first.
If the invite does not arrive
Check the address for a typo, then check their spam folder. If it is still missing, remove the pending invite and send it again rather than sending a second one on top, so the person is not holding two links.
You need a seat free
Every plan includes a number of seats, and the free plan has one. If your seats are used up the invite has nowhere to land. See adding seats for your team.
Choosing the role
There are five, and the differences matter. An accountant should not be reading client messages and a casual should not be changing your plan. The full table, how to change somebody's role later, and how to remove access are in managing team roles and permissions.
If you are not sure, start them lower than you think. Raising a role takes one click and takes effect immediately.
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