Invite your team

Add team members so colleagues can manage customers, campaigns, forms, and settings alongside you.

Before you begin

• You must be the Owner or a Manager of the business.
• Each team member needs an email address to receive their invitation.

Invite a team member

1. Go to Settings → Team.
2. Click Invite team member.
3. Enter the teammate’s email address and choose a role.
4. Click Send invitation.

The teammate receives an email with a sign-in link. When they click it, they’re added to the business automatically.

Note Invitation links expire after a short period. If a teammate says their link has expired, resend the invitation from Settings → Team.

Roles

Role	What they can do
Owner	Full access, including billing, team management, and all settings
Manager	Access to all features except billing and owner-level settings
Employee	Limited access — typically day-to-day operational tasks only

For a full breakdown of what each role can and can’t do, see Team & permissions.

Remove a team member

1. Go to Settings → Team.
2. Find the team member and click Remove.
3. Confirm the removal.

The team member loses access to the business immediately.

Next steps

• Team & permissions — full role breakdown and seat limits per plan
• Navigate your dashboard