Invite team members and assign roles
Invite team members and assign roles
Audience: Owner
Plan: Pro
Platform: Web
Time to complete: ~10 minutes
Overview
Invite employees with the right role (Owner, Office admin, Crew lead) so they can sign in and work in your tenant.
Before you begin
- You must be the Owner.
- Know each invitee’s email and intended role.
Steps
- Open Settings → Team (or Settings → People).
- Click Invite or Invite team members.
- Enter one or more email addresses.
- For each person, choose Role: Owner, Office admin, or Crew lead from the dropdown.
- Optionally customize the invitation message.
- Click Send invite.
- On the Team list, open Pending to resend or revoke invitations until they accept.
Verify it worked
- Pending invites appear under Pending; after acceptance, users show as active on the Team list with the assigned role.
Troubleshooting
- Problem: Invite email not received.
Solution: Check spam; resend from Pending; confirm the email is not already on another tenant.
Related articles
- setup-teams-crews
- update-personal-profile
Still need help?
Use Submit a request on the customer portal to open a support ticket, or email [email protected].