Account & securityAvailable

Invite the team and manage permissions

As an authorised manager, open Business settings → Team & permissions. Review Member access register and Invitations.

Before you start

Prerequisites and permissions

Your role and plan must allow this page and the action you want to take. Ask the Owner if access is missing.

Where to find it

Walkthrough

In each picture, the outlined area is what to look at.

01
Open Team & permissions
Open Business settings → Team & permissions as an authorised manager. Member access register and Invitations show current access and invitations.
Open Business settings → Team & permissions as an authorised manager.Step 1 · Reviewed 2026-10-14Tap or click to open full size
02
Invite one person
Expand Invite a team member, enter their email and choose the least access needed. Review and confirm the invitation; each person needs their own login.
Expand Invite a team member, enter their email and choose the least access needed.Step 2 · Reviewed 2026-10-14Tap or click to open full size
03
Review member access
Open the member’s permission controls and check their role and business areas before saving. Both plan access and personal permission may be required.
04
Check invitations and departures
Check Invitations and use resend or revoke only for the intended person. When someone leaves, review their access and active sessions.
Check Invitations and use resend or revoke only for the intended person.Step 4 · Reviewed 2026-10-14Tap or click to open full size

Open Team & permissions: As an authorised manager, open Business settings → Team & permissions. Review Member access register and Invitations.
Invite one person: Expand Invite a team member. Enter the person’s email and choose the least access they need. Review the invitation before confirming. Each person uses their own login.
Review member access: Open the available member permission controls. Check the role and each business area before saving reviewed changes. A plan feature and a person’s permission are separate: both may be needed.
Check invitations and departures: Read Invitations for current status. Use the available resend or revoke action only for the intended person. When someone leaves, review their access and active sessions; do not share private invitation links.

Troubleshooting

The action is unavailable.

Read the message on the page. Check your role and plan with the Owner. Reload after an approved access change; do not submit the same change twice.

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