Service access mode in the invitation form lets you choose Selected services only. Use it when a colleague’s work is limited to a few areas of the workspace.
Select the appropriate role and permission preset, then choose Selected services only and review the service checkboxes. Available choices include Documents, Tasks, Requests, E-Signatures, Messages, Appointments, Support, and finance-related areas.
Check the full selection before creating the invitation. The label shown later in the Team table may summarize a long list, so reopen Edit service access when you need to see every selected service. Do not infer the complete permissions from the first two names alone.
After the person joins, have them check the intended pages. If a needed area is missing, add that service through the member’s access editor and save. There is no need to recreate the account or share an administrator login. If a selected service itself is inactive, address its activation separately; a team checkbox does not purchase or activate a plan.
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