Invite team members and choose roles

Invite someone

1. Go to Settings → Team.
2. Click Add user.
3. Enter their email address and choose a role.
4. Send the invitation.

Depending on your type of business this section may be called Advisors or Providers instead of Team. It is the same page.

They receive an email with a link to join your organization. Invitations expire after 7 days — if one lapses, send a new one. You cannot have two active invitations for the same email address at once.

Only Administrators can invite people, change roles or remove members.

The three roles

• Administrator — everything: settings, billing, team management and AI configuration.
• Manager — day-to-day work: customers, bookings and analytics. Cannot change settings or manage the team.
• Viewer — read-only.

On a legal organization there is an extra rule: Administrators and Managers see the whole firm's intake and matters, while a Viewer sees only the matters and bookings assigned to them.

If the Add user button isn't there

Check your plan. On the Professional pricing, Personal includes 1 seat, so there is nobody to invite — upgrade to Professional, which includes 3. Other plans are not seat-limited.