Open the People screen
Under Setup in the side menu open Businesses & people, then the People tab. At the top you can see your User seats and how many are in use. People can be added by the business owner, or by anyone holding all six permissions.
Fill in the invitation
Press Add a person and enter their email. Under Businesses they may open tick what they may see, choose a Role, untick any permission they do not need, and press Add.
Adding someone needs an active subscription, and your own email must be verified.
What the person receives
They receive an email with the invitation link. If they already have an account they sign in and their access activates. If not, a Complete your invitation screen asks only for a name and a password. The link works once and expires after 14 days.
- Invitation
- Open the link
- Sign in
- Access active
Track the invitation
Their status shows under their name:
- Waiting for the invitation link to be opened: they have not opened it yet.
- The invitation did not arrive: the email could not be sent, and the reason is written under it.
- Invitation link no longer works: it expired or was used.
The link is the invitation itself. Whoever opens it and signs in gets the access, even with a different email, so give it to nobody else.
When you run out of seats
Everyone you invite takes a seat, and Add a person is disabled when the seats are full. Add seats to your subscription, or suspend someone who no longer needs access to free theirs.
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