Invite a team member
Give a colleague access to the right business with an appropriate role.
Before you start
- Use an account with permission to manage team members.
- Confirm the colleague’s email address and the access they need.
Step by step
Open Team members
Review the current team before adding someone, to avoid a duplicate invitation.
Enter their details
Add the colleague’s name and email address.
Choose their role
Use the role descriptions in the form. Give management or billing access only when it is needed.
Send the invitation
Check the business and recipient, then submit the invitation. This step sends an email.
Check their access
Once they accept, confirm their membership is active. Ask them to select the correct business when signing in.
What happens next
The colleague can work within the permissions of their assigned role.
Helpful tips
- A business team invitation is different from inviting a couple to their client portal.
Troubleshooting
They cannot see a module
Check both their role and the business’s enabled features.
They did not receive the invitation
Check the email address, spam folder and invitation status before inviting again.
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