Inviting your team

Once your organisation is set up, invite the people who'll work with you. Each person gets a role, and the role decides what they can see and do.

Before you start

• You need one of these team permissions: Invite users, Change member roles, Remove members, or Manage roles
• The admin role always has all of these

To invite a new member

1. Open Settings → Team & roles
2. Click Invite user
3. Enter their email, first name, and last name
4. Pick a role
5. Click Send invite

They'll receive an email with a link to set a password and sign in.

After you invite someone

• Their row appears in the Members list with status Pending
• When they accept and set a password, the status flips to Active
• Didn't get the email? Click the resend icon on their row. The invite link is also copied to your clipboard as a fallback you can share another way.

Roles, at a glance

• Admin always has every permission and can manage billing; this can't be changed per-organisation
• Other roles (for example Manager, Sales, Workshop) have per-permission checkboxes you can edit under Roles on the same page
• Changes apply to everyone assigned that role

A deeper breakdown of which permissions control what is in the Billing & Account category.

Managing existing members

• Change role: click the pencil next to a member's role
• Remove: trash icon; removed members see a "no organisation" screen until they're invited again
• Reset 2FA: shield icon on members who've already enrolled; they'll set up 2FA again on their next sign-in
• You can't remove yourself, remove an admin, or change your own role

Seat limits

Your plan sets a maximum number of seats. Once you're near the limit, a small usage hint appears above the Members table. To free a seat, remove an inactive member or upgrade your plan under Settings → Billing.