Add a team member

1. Open team or workspace settings.
2. Choose the option to add or invite a user.
3. Enter the business email address.
4. Select the appropriate role.
5. Assign the person to the correct location or group.
6. Send the invitation and confirm it was accepted.

Role guidance

Use the least access needed. Owners and administrators may manage workspace-wide settings. Managers generally need access to assigned locations. Individual team members should only see information intended for their role.

Common problem: invitation not received

Confirm the address, ask the recipient to check spam, and resend once. If the problem continues, contact support with the recipient domain—never send us their password.

Last updated July 19, 2026