Team & company · 2 min read
Invite teammates and set project access
Give collaborators the role and project scope they need.
Before you start
An owner or admin manages team membership. Have the teammate’s email and intended project responsibilities ready.
The top of the team invitation form. Project selections appear below the role choices.
- Enter the teammate’s email address.
- Choose the role based on the access the teammate needs.
Step by step
Start an invitation
Open Team Members and use the invitation action. Enter the teammate’s email address.
Choose a role
Choose Admin for workspace and team management, Finance for financial work and directories, or Project Manager for assigned project work and linked documents.
Set project access
Choose projects where the role offers project-scoped access. Review Include new projects automatically before enabling it.
Send and manage membership
Send the invitation and have the recipient follow the invitation link. Review membership status later to update access or disable a member who no longer needs it.
What happens next
The accepted invitation gives access according to the selected role and project scope. Only the owner manages subscription billing and online payment setup.
Good to know
A supplier directory entry is not a team invitation. Project restrictions can limit which source documents and records a member can see.
Sign in to use this feature. Available actions depend on your workspace access.