Inviting teammates

There are two ways to bring a colleague into your organization: you invite them, or they ask to join and you approve. Both are on the People card under Administration → Organization.

#Invite by email

1. Choose Invite people.
2. Enter one or more email addresses, separated by commas, spaces or new lines.
3. Choose a role: Admin, who also manages Administration, people and billing, or User, who works with profiles and templates.
4. Send the invitations.

Each person gets an email with a link. You can invite any address, including one on a different domain from your own. An invitation expires after 7 days, and it does not use a seat until the person accepts it.

#Managing invitations

Open the Invitations tab to see every open invitation. Resend an invitation if it was missed, or revoke it to cancel it.

#Access requests

A colleague who signs up with your company's email domain sees an access-required screen and can choose Request access. They do not join automatically. Their request appears in the Access requests tab. Approve it to add them as a User, or decline it.

#Seats

Each member uses one seat. When no seat is free, approving a request or accepting an invitation is blocked until you add seats. See Plans and seats.

#Removing someone

In the members list, choose the remove button next to the person and confirm. They lose access right away and their seat is freed. Their profiles and templates stay in the organization.