Invite and manage team members

To add a teammate to your organization, you send them an invitation from Settings. They accept it by email and create their account.

Only an Admin can invite and manage team members. Team members are a Gold plan feature: Gold includes up to 5 users. Silver is a single-seat plan, so there is no one to invite.

Check your seats

In the sidebar, select Settings, then open the Team section. Admins see this section; other roles do not.

Team Seats shows how many seats you use, for example “2 of 5 seats used”, with a bar and the number used and available. A seat is used by each team member and by each pending invitation, so a pending invitation holds a seat until it is accepted, revoked or expires.

On Silver, Invite Member is greyed out and the page says “Team invitations require Gold tier or above. Upgrade to invite team members.”

Invite a teammate

Open the invite form

In Team Seats, select Invite Member. The Invite Team Member dialog opens.

Enter their email

Enter their address in Email Address.

Choose a role

Open Role and choose User - Can edit, can’t approve, Power User - Create & Submit or Admin - Full Access. The dialog describes the role you pick. For what each role can do, see Roles explained.

Send

Select Send Invitation.

The dialog also tells you how many seats are left and that invitations expire after 7 days.

What you should see: the message “Invitation sent to” followed by their email address. The invitation appears under Pending Invitations, and your used seats go up by one.

Your teammate gets an email with a link. They follow Accept a team invitation to create their account.

Resend or revoke an invitation

Pending Invitations lists each invitation with its Email, Role, Invited By, Sent date and Expires date. An expiry date within the next few days shows in amber with a clock.

Two icon buttons sit at the end of each row.

• Resend, the circular arrows icon, sends the invitation email again. You see “Invitation email resent successfully”.
• Revoke, the circled X icon, cancels the invitation. A dialog titled Revoke Invitation? asks you to confirm. Select Revoke Invitation. You see “Invitation revoked successfully”, and the seat is free again.

Revoking cannot be undone. The person needs a new invitation to join.

See who is on your team

Team Members lists everyone in your organization with their Member, Email, Role and Joined date. The person who created the organization has an Owner badge.

Remove a team member

You do not remove a team member yourself in Settings. To remove someone, contact support from the Help page and tell us who to remove.

If something goes wrong

• Invite Member is greyed out. You are on Silver, or every seat is used. When seats are full the page says “Seat limit reached. Revoke pending invitations or upgrade to add more members.”
• You do not see the Team section. Only Admins see it.

Next step

Roles explained

What each role can do in the app.

Change or cancel your plan

Move to Gold to add seats.