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Guide

Invite a team member

Give each teammate an individual account with the appropriate role.

Updated October 4, 2026For: Owners

Give each teammate an individual account with the appropriate role.

Choose access first

As Owner, review the available seats and any additional-user charges before inviting someone. Choose Manager for daily operations and reports, Front Desk for daily operations without reporting, or Team Member for assigned work.

Send the invitation

Open the team access controls, enter the intended email and choose the role. Check the address before sending. The recipient accepts with their own account; never share your password.

If access fails

Check the invitation status and intended workspace. If the link expired, use the available resend action. Do not publish invitation links. Contact support with the visible error if the invitation still cannot be accepted.

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