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GUIDE

Invite team members

Give staff access to the correct business.

Last reviewed:

In this guide

Send an invitation

You need the appropriate team management permission.

  1. Select the correct business and open “Team”.
  2. Open the invitation form and enter the email address.
  3. Choose the appropriate role. Only grant the permissions needed.
  4. Select “Send invitation” and check the pending invitation.
  5. The team member accepts using the link in the email.

An invitation is missing or no longer valid

Check the email address, spam folder and invitation status. Use the available team management actions to resend or revoke an invitation.

An invitation prepared for sending does not confirm that the email has arrived. Contact support if problems persist.