Invite a teammate

Add a member of your firm's staff by email, and walk them through accepting the invitation.

Who this is for: owners and managers who add staff to the firm.

Steps

1. Open the Team page and start a new invitation.
2. Enter the person's email address and choose their role, manager or employee.
3. Send the invitation. The teammate receives an email with a link to accept.
4. The teammate opens the link, sets their name, a password, and their interface language.
5. Once they accept, they are signed in and taken to the dashboard. They now appear on your Team page with the role you chose.

Role variations

• As an employee: you cannot invite teammates. Only owners and managers can.
• You can invite someone as a manager or an employee. You cannot invite someone as an owner.

What can go wrong

• The link expires. An invitation is good for 7 days after you send it. A link that has expired, or that has already been used, will not work. Send a fresh invitation if that happens.
• The email is already in use. If the email already belongs to a member of your firm, or already has a pending invitation, you cannot send another one to it. If the email is already registered as an account, the teammate cannot accept the invitation.
• You have reached your seat limit. If your plan's included seats are full, you must upgrade before you can add another person.

Limits

• Your plan caps how many people can be on your team.
• Adding someone beyond your plan's included seats may add a billed seat.