How to add members and manage team permissions

Invite people to your account and give each person only the access required for their work.

Before you start

Only give full access to people who need to manage every area and account setting.

1
Open Team
Open Settings and select Team.
An invitation requires an email address and access type.
2
Complete the invitation
Enter the person professional email address and check it for mistakes.
3
Choose access
Select the access type that matches the person responsibilities. Avoid granting additional permissions just for convenience.
4
Send and track the invitation
Select Send invitation. Check whether the member becomes active or the invitation is still pending.
Note
Review access whenever someone changes role or no longer works in the account.

The invitation did not arrive.

Check the email address, ask the person to review spam and resend the invitation when the option is available.

The account has reached its member limit.

Check the plan limit in Billing and remove access that is no longer required before inviting another person.

Tell us what you need and we will help you find the next step.