Which plan you need
Teammates are part of the Business plan. Solo has one seat, and the free plan has no teammates, so the Invite button isn't offered on either. See what each plan includes.
Only the workspace owner can send invites.
Send an invite
- Open Settings and choose Manage in the Workspace section.
- Under Team, choose Invite.
- Type your teammate's email and choose Send invite.
We email them a link to create their own login. The link expires in 7 days and joins them only if they sign up with the address it was sent to. Until then the invite is listed under Pending invites, where you can cancel it.
You can send 10 invites an hour and 30 a day.
What a member can do
A member works in the same ledger as you. They can add and edit records, and change the workspace's notification email. Each member has their own login and their own calendar link.
Only the owner can:
- invite or remove teammates, and cancel invites
- open Billing and change the plan
- set up channel notifications and the compliance page
- require two-step verification for the team
Remove a member
In the Team list, choose the X beside their name, then confirm with Remove. This can't be undone.
- Their login is deleted and they lose access to the workspace.
- Their calendar link stops working.
- If reminders were going to their address, or to an address they set, reminders go to the owner's login instead. Change the notification email afterwards if you want them somewhere else.
The confirm dialog says so if your own calendar link is reset too.