Invite a team member from Settings > Employees & invites: click Invite, fill in the person's first name, last name, and email, choose their Job Title and Permissions level, then click Send Invite.
Adding your team is one of the first things most companies do after setting up their account.
Applies to: Managers and Admins
Steps
Click your name at the bottom-left of the sidebar to open the account menu. Settings does not live in the main left navigation.
Click Settings in the menu.
Under the Organization section, click the Employees & invites card ("Team members, roles, and open invitations").
Click Invite on the Employees & invites page. The Invite Team Member panel slides in from the right.
Enter the person's First Name, Last Name, and Email.
What to fill in: First Name, Last Name, and Email identify the person. Job Title is a label, and Permissions sets their access level. Office(s) and Entity Access are optional here. The panel notes both can be set after the invite is accepted.
Choose a title from the Job Title dropdown (labeled "Select a title..."). This is a label only and does not control access.
Choose an access level from the Permissions dropdown (labeled "Select a role...").
The Permissions dropdown has four roles: View Only, Collaborator, Manager, and Admin. Admin is the highest level of access.
Optional: under Office(s), check the offices this person works from. The list shows your company's own offices. If your company has subsidiary entities, an Entity Access section appears below it, where you check the entities they should reach. You can also set both after the invite is accepted. To close the panel without inviting anyone, click Cancel.
Important: Clicking Send Invite emails the invitation to the address you entered right away. Confirm the email address before you send, since the person receives it immediately.
Click Send Invite.
What happens next
The invitation emails to the address you entered, and the person appears in your Employees & invites list as a pending invitation until they accept. They set up their account through the link in that email. Once they accept, you can assign their Office(s) and Entity Access from their record. To invite someone else, click Invite again.
If this doesn't work
If Settings is not in the left sidebar → it lives under your account menu, not the main navigation. Click your name at the bottom-left of the sidebar, then click Settings.
If the Invite button does nothing or the invite is rejected → your account may not have permission to add team members. Ask an Admin at your company to send the invite or to update your permission group.
If you set the access level in the Job Title field → Job Title only applies a label. Set the person's access level in the Permissions field ("Select a role...") directly below it.
Related Articles
How do I invite a vendor? (a vendor is an external party, invited through a different flow from team members)
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