Inviting your team and setting roles

Invite someone

1. 1Settings → Team → Invite member.
2. 2Enter their email address and pick a role.
3. 3They receive an invite link and join your workspace when they accept.

Roles

• Owner — full access including billing and gateway credentials.
• Admin — full operational access, including gateway setup.
• Member — day-to-day quoting and invoicing, no billing access.

Seat limits

The number of team members you can invite depends on your plan. The Team screen shows how many seats are in use.