You can manage your team and send invitations directly from the Users page in the left navigation bar.

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Invite one or more users

  1. Go to Users from the navigation bar.
  2. Click Invite User.
  3. For each person you’re inviting, provide:
    • Full name
    • Email address
    • Role: User, Manager, or Owner
  4. (Optional) Click + Add another user to invite multiple people at once.
  5. Click Invite to send invitations.
Tip: Use the + Add another user button to batch your invites for a season, department, or onboarding class.

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Roles

  • User – Standard access for day-to-day work.
  • Manager – Elevated access for managing resources and workflows.
  • Owner – Full administrative access. Owners also have access to billing options.
Note: You can change a user’s role later from the Users page.

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Troubleshooting

  • Didn’t receive an email? Ask the invitee to check spam/junk and verify the email address is correct.
  • Wrong role selected? Edit the user from the Users page to adjust their role.