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Invite a teammate

Give a colleague their own login to your organisation, with a role that sets what they can do.

  1. 1

    Open Members

    Go to Settings and choose Members in the sidebar. The page is headed Organisation Members.

    The Members page in Settings, with the seat count at the top
    Each plan comes with a number of seats, shown at the top of the page. If they are all used, choose Upgrade before inviting.
  2. 2

    Click Invite Member

    A panel titled Invite by email opens. Enter your colleague's work email address.

    The Invite by email panel with a colleague's address filled in
  3. 3

    Pick a role

    Choose the role your colleague should have. The most limited role is selected for you, so raise it only if they need more.

    The role list open next to the email field
    You can change a role later from the menu next to each member, using Change Role.
  4. 4

    Send the invite

    Click Send Invite. Your colleague gets an email with a link to join. The invitation expires after 7 days, and you can cancel it under Pending Invitations until it is accepted.

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