Inviting team members with Owner, Admin, and Member roles

Team seats are available on the Business plan only, with 3 seats included. Free and Pro have 1 user.

Role permissions

• Owner: Everything, including closing the account.
• Admin: Everything, including billing, payment gateways, email and company settings, and the team. Cannot close the account.
• Member: Day-to-day work: clients, projects, time, quotes, invoices and expenses. No settings, billing or deletions.

How to invite a team member

1. Open Settings and select the Team tab.
2. Enter the Email address, pick Member or Admin under Role, and click Send invitation.
3. The person receives an email invitation to join your workspace.