Invite and manage team
Invite colleagues, assign roles and locations, and manage access as your team changes.
Invite someone
- 1Go to Team from the sidebar, or Settings → Team & locations → Manage team.
- 2Send an invitation to their work email.
- 3Choose their role: admin or manager.
- 4For a manager, assign the locations they are responsible for.
The invitee receives an email with an invitation link. Accepting it joins them to your company rather than creating a separate workspace.
Managing existing members
- Change a member's role as their responsibilities change.
- Update a manager's assigned locations when coverage shifts.
- Remove access when someone leaves the team.
Who can manage the team
Owners and admins can invite, change roles, and assign locations. Managers cannot.
Removing a team member's access does not affect employee records. Employees and team members are separate concepts.