You invite teammates from the Team Members screen. They receive an email invitation, and the role you choose applies as soon as they register. This requires a role with permission to manage roles & members (typically Admins).
Before you start
Required role: a role with the Manage roles & members permission (typically Admins)
Where to find it: Settings → Team & Roles → Team Members
How to invite a team member
Open Settings → Team & Roles → Team Members and click + Add Member.
Enter their Full name and Business email, and optionally a Phone number.
Choose their Role.
Click Send invite. They'll get an email invitation and show as Pending until they register.
💡 The role you pick applies automatically the moment they complete registration — no extra step needed.
Frequently asked questions
When does the new member get access?
Their access — with the role you assigned — activates as soon as they accept the invitation and register.
Can I change their role later?
Yes. Change it inline from the Role column, or from the member's edit dialog, at any time.