How to invite new team members and change permissions
Effectively managing your team is crucial for streamlining collaboration and ensuring everyone has the right access to the tools and resources they need. In this guide, we’ll walk you through the process of inviting new team members and adjusting their permissions. By following these steps, you’ll be able to seamlessly integrate new users into your team and tailor their access to fit their roles, helping to optimize productivity and maintain smooth operations.
Access requirements
You can add up to 10 team members to your account, depending on your paid plan. Growth plan users are limited to 3 team members, while Professional plan users can have up to 10. To upgrade your plan, click here. You can also purchase additional seats for your members for $20 a month per seat.
Add a team member to your account
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Click your profile icon in the top right and click Manage Users.
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From the Manage users tab, click on User on the upper left side of the page to add a user on your account.
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Enter the user's name and email address, assign a role, and then click Invite. Your teammate will receive an email with a link to set up their account afterwards.
Important: Your teammate must set up their account using this method. If they create a separate account, it cannot be merged with your team account, and they won't be on the same plan as you.
Viewing a role and its set permissions
You can view the given roles and its corresponding permissions by following these steps:
- Click on your your profile icon and click Manage Access from the dropdown list that appears.
- Once you're in the Manage users page, go to Roles and permissions tab.
- To view the permissions of a specific role, click on the three dots at the right part of the role, and select View.
