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Open Team, enter your colleague's email, choose a role and choose Send invite, and they join from the link we email them.

Only an admin can invite a colleague.

  1. 1 Open Team.
  2. 2 In the Invite a teammate card, enter your colleague's email address.
  3. 3 Choose their role from the role menu. It lists your firm's roles. A new firm has Admin and Member, and you can add more roles.
  4. 4 Choose Send invite.

We email your colleague a link to set a password and join. The email names your firm and the role you chose. The link works for 7 days. Your colleague accepts the invitation from it. They do not need to confirm their email, because the link already proved the address.

Until the colleague joins, the invitation sits under Invited, not yet joined on the same page, with the date its link expires. From there you can choose Resend or Withdraw, as pending invitations explains.

Each invitation takes a seat as soon as you send it. Solo includes 1 seat. Firm includes 10. Institution has no limit. When every seat is taken, the card says so and nothing is sent. To add more people, move to a bigger plan.