Help article

Inviting new team members

Adding a new user and assigning them a role.

Adding a teammate means creating their login and choosing which role they'll have.

Creating a user

From Account & Team settings, create a new user with either a phone number or an email as their login identifier, and assign them a role.

What they'll be able to access

The permissions on their assigned role determine which apps and features they can reach — the same login can carry access to more than one app at once.

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