Adding a Team Member

We understand the importance of teamwork, and our system is built so its easier to invite, share and manage your team members.

How do I invite a team member?

Click the user icon in your top right-hand corner, and select -> Team settings.

This is your team's control panel.

You can invite new users to your account from the Add team members section.

There are 2 ways to invite team members.

  1. Adding your team member's email.

  2. Sending an invite link to your team member.

Input your team members' email and click the 'Member' drop-down menu. Select the privilege and click "Send invite."

There are 3 types of privileges.

  1. Member - A regular team member who can access their own projects and any shared/allowed projects.

  2. Manager - A manager can manage team members and has full access to team reports, team projects and project-sharing settings.

  3. Administrator - An administrator can access everything and share and manage managers and team members.

How can I add additional team members?

Depending on your subscription, you will have an allocation of user seats.

BasicProfessionalPremium

1 user seat

2 user seats

5 user seats

You can add additional team members by buying a seat at $25 /mo.

Please note that this feature is only available on Professional and premium subscriptions.

Click the user icon in your top right-hand corner, and select -> Team settings.

Click "Add seats"

Select the number of seats.

Click "Buy"

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