How to0:40

Invite a team member

On Team, add the ready-made roles, then invite a colleague by email with the role that fits their job.

Steps

  1. Open Team. Teams are on Small Firm, for up to five people, and on Agency, with no limit.
  2. First time here? Manage roles adds five ready-made roles, from Full Access to View Only.
  3. Now click Invite and enter their work email.
  4. Pick their role, say Bookkeeper. What they'll see shows the sidebar they'll get.
  5. Send invite. They get an email with an Accept Invitation button.
  6. Until they accept, they're on your team as a pending invite.

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