Invite teammates so they can collaborate on workflows, log time, and handle their share of the work.

  1. Open Settings (gear icon in the top navigation, or the Settings link in your profile menu).
  2. In the settings sidebar under Team, click Users.
  3. Click Invite User.
  4. Enter the teammate's email address.
  5. Choose an access permission level:
  • Administrator — manages all settings.
  • Manager — full access except settings.
  • User — full access except financial information.
  • Restricted — view and edit assigned work only.
  1. Optionally assign a role (job title) and override their default billing rate.
  2. Optionally set employment start and end dates.
  3. Click Send Invitation.

The invited user receives an email with a link to accept. Until they accept, they appear in the Pending Invitations section at the top of the Users list, where you can resend or cancel the invitation.

Tip: Use roles (Settings > Roles) to set default billing rates and group team members by position. The role's rate is used unless you override it on the individual user.

Note: Only Administrators can invite users. If the Invite User button is hidden, your access level does not permit user management.