Invite people to your workspace

Only owners and admins can invite people, remove people, and change permissions.

Send an invitation

1. In the sidebar, click Invite people. Or go to Members.
2. Click Invite.
3. Enter the email of the person.
4. Select the role: Member or Admin.
5. Click Send invitation.

The person gets an email with a link to join the workspace. The invitation shows under Open invitations until the person accepts it, you cancel it, or it expires.

To send the email again:

1. Open the menu of the invitation.
2. Click Resend.

Roles

• An admin can do everything a member can do. An admin can also invite people, remove people, and change roles.
• A member works with coins, customers, and invoices. A member can do only what their permissions allow.
• Owners and admins have all permissions.

To change what a member can do:

1. Open the menu of the member.
2. Click Permissions.

To change the role, open the menu of the member and click Make admin or Make member.

Seats

Your plan has a number of seats. Each member and each open invitation uses a seat. Members shows the seats used and the seats left.

When no seat is left, the app does not send the invitation. Do one of these:

• Click Add seats to buy a seat, when your plan sells extra seats.
• Remove a member.
• Cancel an open invitation.
• Change to a larger plan on Plans.