Inviting a Team Member

Sending an Invitation

Expanding your team is easy! 

Important: Your subscription fee will automatically increase once the invited team member accepts their invitation. The new billing amount will be reflected in your next billing cycle.

You'll need:

• Admin or Owner permissions for your company account to add Team Members
• The email address of the person you want to invite
• An active subscription plan

Navigate to the Settings page by clicking on your profile icon in the top-right corner. Click on the "Team Members" tab in the left sidebar.

[SCREENSHOT: Dashboard with Settings menu highlighted]

On the Team page, click the "Add Team Member" button. Enter your team member details in the form will appear and fill in the following information:

• Email Address (required): Enter the email address of the person you wish to invite
• Role (required): Select the appropriate role from the dropdown:
  • Admin - Full access to all company settings and billing
  • Member - Standard access to company resources
  • Viewer - Read-only access
• Custom Message (optional): Add a personal message to the invitation email

[SCREENSHOT: Invite team member form with fields filled out]

Before sending the invitation, you'll see a billing notification to review your new payment:

• Current monthly/annual cost
• Cost per additional team member
• New total after the invitation is accepted

After clicking "Send Invitation", you'll see a confirmation message that the invitation has been sent. The team member's status will appear as "Pending" in your team list. You can resend or cancel the invitation at any time before it's accepted. You'll receive an email notification when the invitation is accepted. If the invitation is not accepted within 30 days, it will automatically expire and no charges will be incurred. You can always resend expired invitations.

[SCREENSHOT: Confirmation message showing successful invitation sent]

Managing an Invitation

To Resend an Invitation

1. Go to Settings > Team
2. Find the pending invitation in the list
3. Click the ⋯ (three dots) menu next to the invitation
4. Select "Resend Invitation"

[SCREENSHOT: Pending invitation menu with resend option]

To Cancel an Invitation

1. Go to Settings > Team
2. Find the pending invitation in the list
3. Click the ⋯ (three dots) menu next to the invitation
4. Select "Cancel Invitation"
5. Confirm the cancellation

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Troubleshooting

The team member didn't receive the invitation email

• Check that the email address was entered correctly
• Ask the new memeber to check their spam/junk folder
• Resend the invitation from the Team page
• Ensure the email isn't blocked by their email provider

The invitation link expired

Invitation links expire after 30 days for security reasons. Simply resend a new invitation from the Team page.

I can't see the "Invite Team Member" button

• Verify you have Administrator or Owner permissions
• Check if you've reached your plan's team member limit and consider upgrading your plan if necessary

The new team member can't access certain features

Review their assigned role and permissions. You can edit their role at any time from the Team page by clicking on their name and selecting "Edit Permissions".

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Frequently Asked Questions

• Q: How many team members can I invite?
  A: This depends on your subscription plan. Check your plan details in Settings > Billing or contact support for information about your specific plan.
• Q: Can I invite someone with a different email domain?
  A: Yes, team members can use any email address to join your company account.
• Q: Will the invited team member see all company data immediately?
  A: Access depends on the role you assign them. Admins have full access, while Members and Viewers have restricted access based on your role configuration.
• Q: Can I change someone's role after they've accepted?
  A: Yes, you can modify team member roles at any time from the Team page.
• Q: What happens to billing if a team member leaves?
  A: When you remove a team member, your subscription fee will decrease accordingly in the next billing cycle.