Inviting your team

Everyone in your organization is either an Admin or a Member. Admins have full access to everything: all business data, organization settings, the team, and billing. They land on the Home dashboard when they sign in.

Members are for your field team. A new member starts with access to the projects and tasks assigned to them and nothing else, and lands on Projects when they sign in. You can widen a member's access area by area, which is covered in Member permissions.

1. Open your organization settings and select the Team tab.
2. Enter your teammate's email address.
3. Pick a role from the dropdown: Member or Admin.
4. Click Send invite.

Pending invitations appear in a list with a role badge. If you sent one by mistake, revoke it with the trash button next to it. Once your teammate accepts and signs in, they appear on the roster.

The Free plan includes 5 team members and the Business plan includes 20, counting yourself. Pending invitations hold a seat, and at the cap the invite form tells you before anything is sent. Upgrade from the Billing tab to raise the allowance, covered in Plans and billing.

On the roster, change any member's role with the dropdown in the Role column. To remove someone, use the trash icon on their row. Removal asks you to confirm, because the person loses access immediately.