Invite a Team Member

Add another user to your organization with a specific role.

Steps

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