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Invite a team member

Where: General → Personnel → Team, or open Team Members.

Who: admins only. Free-tier workspaces can't invite users.

Steps​

  1. Open Team Members and click Invite People. The Add People form opens.
  2. Enter the person's Name and Email, and choose their Role:
    • Admin: full access to everything, including settings and integrations.
    • Member: access only to the modules their departments grant.
  3. For members, add one or more Departments with their Permissions (view, change, delete). Click Add Department for more, or Add New Department to create one on the spot.
  4. Click Invite.

The person gets an invitation email. Their row shows Pending until they verify their email; click Resend verification email if they lost it.

Manage members​

From a member's row actions:

  • Deactivate removes their access but keeps their history; Activate restores it.
  • Delete permanently removes them from your organization.

To change what a member can reach, edit their department access. See Manage departments and permissions.