Invite a Team Member
Add another user to your organization with a specific role.
Steps
- 1Go to Settings > Team
/dashboard/settings/team. - 2Click "Invite Member".
- 3Enter the email address of the person to invite.
- 4Select a role: admin, member, or viewer.
- 5Optionally set their billable rate.
- 6Click "Send Invite" — they receive an email invitation.
- 7They click the link in the email and sign up or log in to join your organization.
- 8Once joined, they appear in the team list and can access your organization's data based on their role.