Owners and admins can invite colleagues, an accountant, or anyone else who needs access. Each person gets their own sign-in.
Send an invitation
- Open Settings, then Team.
- Choose Invite team member.
- Enter the person's email address. You can add a short message if you like.
- Pick a role and a permission preset. The next article explains what each one allows.
- Choose All services or Selected services only, then create the invitation.
The person receives an email, and you also get a direct link you can share yourself. If the email cannot be delivered, the page says Invitation created, email not delivered, shows the reason, and gives you the link to send by hand. They can accept it after signing in.
Pending invitations
Invitations you have sent stay listed under Pending invitations until they are accepted. You can cancel one from that list.
An invitation only works for the email address it was sent to. If your colleague signs in with a different address, they will see that the invitation was sent to another email.
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