Invite and manage your team

Team management is for office owners and administrators with the relevant permissions.

Invite a colleague

1. Open Team.
2. Choose the invitation action.
3. Enter the colleague’s work email and select the appropriate role.
4. Check the address before sending.
5. Review the invitation status and ask the colleague to use that email to sign in.

Review a member

Open their team profile to review membership, role, and work. Change permissions only when the person’s responsibilities require it.

Roles and client access

An ordinary member does not automatically see every client. Client and contact assignments affect access. A broader office role should not be used as a shortcut for a missing client assignment.

Groups and workload

Use the team groups and work views where relevant to organize colleagues and review assigned work. Check the visibility of each project or task separately.

If someone leaves, have an authorized manager review their access and outstanding work.