Placeholder screenshot
The docs pipeline will replace this with a capture of the live app. No customer records are shown here.
/help/assets/team-members-roles/1440.png
01
Open Team
Use Settings then Users, or Team in the account menu. Owners and admins manage members.
02
Invite with a role
Choose a role such as sales, billing, or viewer before sending the invite. Viewers see activity without money amounts on Today.
03
Respect the plan
The free launch workspace is sized for the owner. Extra seats depend on the current plan. The invite form tells you when a seat is not available.
04
Review access
Revoke invitations you no longer need and check the access review so former staff cannot open invoices.
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