Inviting team members
If you are on the Team plan, you can invite teammates to share business profiles, proposals, and past performance.
Steps
-
From Settings, click My Team.
-
Click Invite a Teammate.
-
Enter their email and pick a role:
- Owner: full access. Can change billing.
- Editor: full access except billing. Can edit profiles, proposals, and past performance.
- Viewer: read-only access. Can see everything but not change it.
[screenshot of the team invite form]
-
Click Send Invitation. They will get an email with a sign-up link.
-
Once they accept, they appear in My Team and can log in with their own account.
How plans count users
Free, Starter, and Pro are single-user plans. The Team plan supports up to ten users on one organization at one price; there is no per-user charge. If you need more than ten users, contact us about Enterprise.
What to do if it does not work
If a teammate did not get the invitation, ask them to check their spam folder. The invitation is sent immediately. If it still has not arrived, resend from the Team page.
If a teammate is no longer at your business, click Remove Access on their row. Their work history stays in the system; only their login is disabled.