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Invite your team and set roles

Give colleagues their own access to the business and the channels they work in.

Where:BusinessUsersInvite user

Steps

Open Users
Open the business, then Users. It lists everyone with access, their role, their channel access and whether they are active or invited.
Invite someone
Choose Invite user. Enter their Email, pick a Role (Member, Admin or Accountant), choose their Channel access, and add a personal message if you like. Choose Send invitation.
Change a role later
Open the person from the list. Under Role, pick the new role and choose Save role. Under Channel access, switch each channel on or off.
Remove someone
Open the person and choose Remove from business, or Cancel invitation if they have not joined yet. They lose access to the business and all its channels right away.

People join with their own User ID, so you never share a password. Invitations expire after 14 days.

Admins manage users and settings. Accountants see billing only. Give the smallest role that lets someone do their job.

Still stuck?

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