Invite team members
Everyone works with an account of their own. That way everyone sees what they may see, and every change carries a name.
On iPhone and iPad
- 01Tap the grid symbol at the bottom, then Team. On the iPad, choose Team in the sidebar.
- 02Tap + (Invite person) at the top right.
- 03Enter first and last name and the email address, choose the Role and the rights, and tap the checkmark at the top right.
- 04The person receives an email with a link, sets their password with it and signs in in the app. Until then, their row shows Invitation pending.
On the Mac
- 01Choose Team in the sidebar.
- 02Click Invite person, enter name and email address, choose role and rights and click Invite.
Good to know
- Every active account takes a seat of your plan, including the owner’s and a pending invitation.
- When someone leaves, deactivate them: open the person, choose Edit access in the ⋮ menu, switch off Active. This frees the seat and can be undone.
- Create departments under Settings > Departments and assign them in the person’s account.
Common problems
- Invite person is greyed out.
- Either your own email address is not confirmed yet, or every seat of your plan is taken. The owner adds seats under Settings > Billing with Change plan.
- The email did not arrive.
- Check the spam folder. Otherwise open the person and tap Resend invitation.
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More questions
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