Invite your team and choose roles

Steps

1. 1

   Step 1 of 4

   Open Team settings

   Open Settings → Team. The Members tab lists everyone with access.

   Do it in your portal

2. 2

   Step 2 of 4

   Send the invite

   Press Invite member, enter their Email, choose a Role and press Send invite. They get an email; the link is also shown once so you can share it on WhatsApp. It expires in 7 days.

   Do it in your portal

3. 3

   Step 3 of 4

   They accept

   Your team member opens the link, enters their name and a password, and presses Accept invite & create account.

4. 4

   Step 4 of 4

   Manage invites and roles

   Invitations lists links not yet used: Regenerate a lost one or Revoke it. Roles lets you press Create role and tick exactly what a role may do.

   Do it in your portal