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Inviting teammates

  1. Go to Settings (or your profile menu).
  2. Open Team, Members, or Invitations.
  3. Click Invite or Add member.
  4. Enter their email and choose a role (e.g. Manager, Staff, Viewer).
  5. Send the invite. They receive an email and join once they accept. They then appear in the team list and can sign in according to their role.

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Roles and access

Roles control what each person can see and do. For example:
  • Admin — Full access: settings, billing, team, and all data.
  • Manager — Manage services, staff, clients, appointments, and workflows; may or may not manage team or billing.
  • Staff — May be limited to their own schedule, their appointments, and client view.
  • Viewer — Read-only (e.g. reports, calendar).
Your organization defines the exact roles. To change access, update the person’s role in Team or Members, or remove them when they leave.

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Best practices

  • Invite only people who need access; give the least privileged role that fits their job.
  • When someone leaves, remove or deactivate their account.
  • Use one workspace per business and add all team members there.