Invite members and choose their Role

Open the company menu at the top of the sidebar, then the company settings, Members section. This section is for Admins and the Owner only.

1. Click “Invite”.
2. Enter the person’s email address.
3. Choose their Role: Admin or Agent.
4. For an Agent, choose their Apps and permissions.
5. Click “Send invitation”.

The invitation arrives by email. To join the team, the person signs in with that address, enters their name, then lands in your company.

Pending invitations

Until an invitation is accepted, it shows under “Pending invitations”. You can resend it or cancel it: a cancelled link stops working.

Pending invitations take a place in your Plan, like members and the Owner: 2 places on Starter, 5 on Small business and 20 on SME. Cancelling an invitation frees its place.