Invite your team

Each person who works in your business should have their own login. You invite them by email, choose their role, and they set their own password when they accept.

Before you start

• You are an owner or admin. Other people see the team list but not the buttons.
• A free seat on your plan. The Team card shows how many you have used.
• Their email address. They will have to join with exactly this address.

Free includes 1 seat (yours), Launch 3, Unlimited 10 and Resell unlimited.

Steps

1. Open Settings › Team. The card says who has access and, for example, "2 of 3 seats used."
2. Press Invite teammate. The window says the link is valid for 7 days.
3. Type their Email, for example dana@brightdental.com.
4. Choose the Role: - Admin – can manage settings and billing. - Member – can work in the workspace. - Viewer – can see everything, change nothing. Every change a viewer tries is refused.
5. Press Send invite.
6. The window Invitation ready opens with the Invite link. The invitation email has already been sent to them. Press Copy if you also want to send the link another way, for example in a chat message.
7. Press Done. They appear in the list with "Invited today — not accepted yet".

Manage a pending invitation

• Copy link makes a new link, copies it, and restarts the 7 days. The previous link stops working.
• Cancel withdraws the invitation. The message Invitation cancelled. appears.
• In the Invitation ready window, Email it to (address) sends the email again.

What happens next

When they open the link and set a password, they join with the role you chose and move from the pending list to the team list with a Joined date. Each pending invitation counts against your seats until it is accepted or cancelled.

To change what someone can do, or to take a seat back, see Team roles and what each can do.

For agencies

Invite your own staff from your agency account's Settings › Team. To give a client's people a login to the client account, open Sub-accounts, press the actions menu beside the client and choose Invite someone. Working inside a client from the account menu does not take one of the client's seats.

For clients of an agency

Your seats come from your plan with your agency. If you need more, ask your agency, or buy an extra seat under Settings › Billing & wallet if they offer it.

Troubleshooting

"You're using every seat on your plan". Pressing Invite teammate with every seat taken opens this window instead. It offers one more seat from your wallet (Need more?), or See plans to move up. Cancelling an unaccepted invitation also frees a seat.

"We couldn't email it — share the link below instead." The invitation was created but the email did not go out. Copy the link from the window and send it yourself.

They never got the email. Ask them to check spam. Press Copy link beside their invitation and send the new link directly.

They say the link has expired or is not valid. Links last 7 days and work once. Press Copy link to make a fresh one.

There is no Owner choice. The invitation window offers Admin, Member and Viewer.

"Only an owner or admin can invite or remove people." You are a member or a viewer. Ask an owner or admin to send the invitation.

Related

• Team roles and what each can do
• Join an account you were invited to
• Buy an add-on when you reach a limit