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Inviting Your Team
How to create logins for your teammates and assign them a role.
3 min read
Once your company profile is set up, it's time to bring your team in.
Where to invite people
Go to Settings → Users. This is where you create a login for each person who needs access to your workspace.
1. Create a login
Add the teammate's details to create their login.
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Settings → Users, showing the option to create a new login
2. Assign a role
Every new user needs a role — this is what determines which modules they can see and what they're allowed to do, as covered earlier in Users, Roles, Teams & Permissions.
Each login is a seat
Every active user you create counts as one seat against your plan's user limit. Keep this in mind as your team grows — you may need to adjust your plan as you add more logins.