Inviting Your Team and Setting Permissions
Invite teammates, pick the right role, fix an invite that never arrived, and adjust what each person can see.
Team & SettingsOwnerAdminLast verified August 24, 2026
- Who can use this
- Owners and admins.
- What the client sees
- Team and permission settings are internal.
Before you start
- Your company profile is set up
Invite someone
- Go to Settings → Team and click Invite.
- Enter their email and pick the role that matches their job.
- Send. They get an email with a link to accept and set a password.
- Their status shows as pending until they accept.
Choosing a role
- Give people the narrowest role that still lets them do their job.
- Financial visibility follows the role — field roles don't see cost and margin.
- You can fine-tune individual permissions after the invite is accepted.
Troubleshooting
The invite didn't arrive.
Have them check spam and any work-email filtering first. If it's still missing, resend the invite from Settings → Team — the new link replaces the old one. Confirm the email address has no typo before resending.
Someone sees the wrong menu items.
Sidebar visibility is per person in Settings → Sidebar; permissions are per role in Settings → Team. Check both.
A former employee still has access.
Deactivate their profile in Settings → Team; their history stays intact.
Related guides
Still stuck?
Our team usually responds within one business day.
Verified against the shipped product on August 24, 2026.