Important Note: This action is only available to a certain type of users: Managers or above.
Inviting teammates to join your account
Click on your Profile picture > Settings > Users > Team members
Add the teammate's email address in the 'Work email' field
Pick a role for this person (Learn about Roles and Permissions here)
The teammate will receive an invitation to join your company account.
💡If no email has been received, please ask your colleague to check their junk folder.
Invite multiple team members via a CSV file
In the same section, you can also add several members at once. To do so :
Click on the “Import from list” tab
Optional : Download our CSV file template to match the required information format
Upload your completed file
Each member will receive an email with their temporary login credentials
Assign roles to your team members
To define each team member’s permissions, you must enter the role keys directly in the CSV file.
Below is the reference table showing the correspondence between each key and its associated role :