How to invite new team members and change permissions
You can add up to 15 team members under your account, depending on the paid plan that you're on. (upgrade here)
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Click your profile icon in the top right and click Manage Access.
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From the Users tab, click on Invite User on the upper right side of the page.
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Enter the user's name and email address before clicking Invite.
Your teammate will receive an email with a link they'll use to set up their account.
Important: Your teammate must set up their account using this method. If they create a separate account, it won't be able to be merged with your team account and they will not be on the same plan that you are on.
You can grant your teammates the right access with custom roles. Here's how to create a role and set permissions:
- Click on your your profile icon and click Manage Access from the dropdown list that appears. Once you're in the Manage Access page, go to Roles.
- Click on Create Role on from the upper right part of the page.
- Add the Role Name.
- To grant permissions, simply click the checkbox next to each relevant permission. If you need more granular control, click the down arrow next to a permission for a dropdown list of more specific options.
